EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$600,703
-0.7%
5,814
+1.9%
0.12%
+6.0%
Q2 2023$605,236
+0.5%
5,7060.0%0.12%
-4.1%
Q1 2023$601,983
-11.3%
5,706
-9.0%
0.12%
-12.3%
Q4 2022$678,368
+14.0%
6,2690.0%0.14%
+16.9%
Q3 2022$595,000
+199.0%
6,269
+219.8%
0.12%
+202.6%
Q2 2022$199,000
-41.1%
1,960
-34.9%
0.04%
-31.6%
Q1 2022$338,000
+0.3%
3,012
+0.2%
0.06%
-5.0%
Q4 2021$337,000
+7.0%
3,007
-1.4%
0.06%
-1.6%
Q3 2021$315,000
-1.3%
3,051
+0.2%
0.06%
+3.4%
Q2 2021$319,000
+3.9%
3,046
+0.4%
0.06%
-3.3%
Q1 2021$307,000
+7.3%
3,035
-3.0%
0.06%
-3.2%
Q4 2020$286,000
+24.9%
3,129
+10.8%
0.06%
+12.5%
Q3 2020$229,000
-13.9%
2,824
-7.7%
0.06%
-32.5%
Q3 2018$266,000
+3.1%
3,060
-1.4%
0.08%
-3.5%
Q2 2018$258,000
-10.1%
3,105
-10.9%
0.09%
-13.1%
Q1 2018$287,000
-79.1%
3,485
-78.3%
0.10%
-80.3%
Q4 2017$1,372,000
-19.6%
16,026
-23.9%
0.50%
-32.3%
Q3 2017$1,707,000
-27.6%
21,059
-30.2%
0.74%
-29.1%
Q2 2017$2,357,000
-22.7%
30,162
-23.2%
1.04%
-23.4%
Q1 2017$3,049,000
-8.4%
39,268
-10.6%
1.36%
-16.2%
Q4 2016$3,328,000
+0.1%
43,917
-4.7%
1.63%
-2.8%
Q3 2016$3,326,000
-0.5%
46,105
-1.4%
1.68%
-4.1%
Q2 2016$3,342,000
+0.8%
46,763
-2.6%
1.75%
-6.0%
Q1 2016$3,315,000
+3.9%
48,012
+0.4%
1.86%
-1.2%
Q4 2015$3,192,000
-31.0%
47,827
-35.2%
1.88%
-32.2%
Q3 2015$4,627,000
-3.2%
73,854
+4.0%
2.77%
-2.5%
Q2 2015$4,780,000
-1.3%
71,008
+0.1%
2.84%
-0.7%
Q1 2015$4,844,000
-2.1%
70,925
-1.4%
2.86%
-10.8%
Q4 2014$4,947,000
+8.0%
71,952
+4.3%
3.21%
-18.4%
Q3 2014$4,581,000
+2.9%
68,979
+2.8%
3.93%
+2.2%
Q2 2014$4,450,000
+5.9%
67,099
+0.8%
3.85%
-14.0%
Q1 2014$4,203,000
+2.0%
66,595
+0.7%
4.48%
-21.8%
Q4 2013$4,122,00066,1425.73%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2015
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 214,605$21,694,00016.09%
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,478,748$856,453,00015.60%
ACT WEALTH MANAGEMENT, LLC 230,803$23,332,00015.06%
Ally Financial Inc. 1,550,000$156,688,00014.94%
Round Rock Advisors, LLC 176,516$17,844,00014.18%
Arlington Partners LLC 362,244$36,619,00013.40%
HCR Wealth Advisors 623,855$63,066,00012.47%
MARINO, STRAM & ASSOCIATES LLC 302,531$30,583,00011.95%
Coco Enterprises, LLC 120,050$12,177,00011.39%
Iron Horse Wealth Management, LLC 143,212$14,477,00010.84%
View complete list of VANGUARD WHITEHALL FDS shareholders