VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

HCR Wealth Advisors's Holding History (CIK: 0001697715)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 642,119 Value ($000) $92,157 Avg Close Range
Q3 2025
Shares 637,963 Value ($000) $89,895 Avg Close Range
Q2 2025
Shares 625,930 Value ($000) $83,443 Avg Close Range
Q1 2025
Shares 604,437 Value ($000) $77,948 Avg Close Range
Q4 2024
Shares 584,571 Value ($000) $74,585 Avg Close Range
Q3 2024
Shares 558,839 Value ($000) $71,643 Avg Close Range
Q2 2024
Shares 551,983 Value ($000) $65,465 Avg Close Range
Q1 2024
Shares 547,872 Value ($000) $66,287 Avg Close Range
Q4 2023
Shares 556,799 Value ($000) $62,156 Avg Close Range
Q3 2023
Shares 436,863 Value ($000) $45,139 Avg Close Range
Q2 2023
Shares 470,212 Value ($000) $49,875 Avg Close Range
Q1 2023
Shares 432,510 Value ($000) $45,630 Avg Close Range
Q4 2022
Shares 443,079 Value ($000) $47,946 Avg Close Range
Q3 2022
Shares 450,495 Value ($000) $42,743 Avg Close Range
Q2 2022
Shares 467,091 Value ($000) $47,503 Avg Close Range
Q1 2022
Shares 466,437 Value ($000) $52,357 Avg Close Range
Q4 2021
Shares 586,574 Value ($000) $65,761 Avg Close Range
Q3 2021
Shares 605,705 Value ($000) $62,600 Avg Close Range
Q2 2021
Shares 606,227 Value ($000) $63,514 Avg Close Range
Q1 2021
Shares 623,855 Value ($000) $63,066 Avg Close Range
Q4 2020
Shares 537,165 Value ($000) $49,156 Avg Close Range
Q3 2020
Shares 517,499 Value ($000) $41,898 Avg Close Range
Q2 2020
Shares 421,414 Value ($000) $33,092 Avg Close Range
Q1 2020
Shares 320,549 Value ($000) $22,679 Avg Close Range
Q4 2019
Shares 376,646 Value ($000) $35,295 Avg Close Range
Q2 2019
Shares 370,805 Value ($000) $32,401 Avg Close Range
Q1 2019
Shares 226,892 Value ($000) $19,373 Avg Close Range
Q4 2018
Shares 459,338 Value ($000) $35,824 Avg Close Range
Q2 2018
Shares 421,563 Value ($000) $35,175 Avg Close Range
Q1 2018
Shares 426,755 Value ($000) $35,203 Avg Close Range
Q4 2017
Shares 411,245 Value ($000) $35,215 Avg Close Range
Q3 2017
Shares 396,608 Value ($000) $32,153 Avg Close Range
Q2 2017
Shares 387,607 Value ($000) $30,295 Avg Close Range
Q1 2017
Shares 257,026 Value ($000) $19,958 Avg Close Range
Q4 2016
Shares 101,060 Value ($000) $7,657 Avg Close Range