Aureus Asset Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2021$721,000
+10.4%
7,1330.0%0.06%
+1.8%
Q4 2020$653,000
+21.6%
7,133
+7.4%
0.06%
+7.8%
Q3 2020$537,000
+2.7%
6,6410.0%0.05%
-10.5%
Q2 2020$523,000
+11.3%
6,6410.0%0.06%
-12.3%
Q1 2020$470,000
-24.4%
6,6410.0%0.06%
-5.8%
Q4 2019$622,000
+5.6%
6,6410.0%0.07%
-5.5%
Q3 2019$589,000
+1.6%
6,6410.0%0.07%
+2.8%
Q2 2019$580,000
+1.9%
6,6410.0%0.07%
-5.3%
Q1 2019$569,000
+9.8%
6,6410.0%0.08%
-7.4%
Q4 2018$518,000
-10.4%
6,6410.0%0.08%
+11.0%
Q3 2018$578,000
-19.8%
6,641
-23.5%
0.07%
-26.3%
Q2 2018$721,000
+0.7%
8,6850.0%0.10%
-8.3%
Q1 2018$716,000
-3.8%
8,6850.0%0.11%
-6.1%
Q4 2017$744,000
+5.7%
8,6850.0%0.12%
+3.6%
Q3 2017$704,000
+3.7%
8,6850.0%0.11%
-2.6%
Q2 2017$679,000
+1.2%
8,6850.0%0.11%
-1.7%
Q1 2017$671,000
+2.0%
8,6850.0%0.12%
-10.1%
Q4 2016$658,000
+4.9%
8,6850.0%0.13%
+3.2%
Q3 2016$627,000
-32.4%
8,685
-33.1%
0.12%
-37.5%
Q2 2016$928,000
+45.7%
12,985
+36.0%
0.20%
+39.9%
Q4 2015$637,000
+6.5%
9,5500.0%0.14%
-4.0%
Q3 2015$598,000
-7.0%
9,5500.0%0.15%
+10.4%
Q2 2015$643,000
-1.4%
9,5500.0%0.14%
-10.0%
Q1 2015$652,0009,5500.15%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2015
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders