Capital Directions Investment Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2022$10,000
+400.0%
101
+381.0%
0.00%
+200.0%
Q3 2021$2,000
-80.0%
21
-78.6%
0.00%
-66.7%
Q2 2021$10,000
+233.3%
98
+263.0%
0.00%
+200.0%
Q4 2019$3,000
+50.0%
270.0%0.00%0.0%
Q3 2019$2,000
-84.6%
27
-82.2%
0.00%
-75.0%
Q1 2019$13,000
+225.0%
152
+192.3%
0.00%
+100.0%
Q2 2018$4,000
-85.7%
52
-84.8%
0.00%
-77.8%
Q1 2018$28,000
-3.4%
3430.0%0.01%0.0%
Q4 2017$29,000
+52.6%
343
+48.5%
0.01%
+50.0%
Q3 2017$19,000
+5.6%
231
+0.4%
0.01%0.0%
Q2 2017$18,0002300.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 277,500$23,046,00046.74%
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,082$173,581,00016.59%
Financial Sense Advisors, Inc. 259,050$21,514,00015.00%
HCR Wealth Advisors 421,563$35,175,00011.54%
RELIANCE TRUST CO 6,147$511,00011.22%
Opus Capital Group, LLC 500,315$41,551,00010.16%
Measured Wealth Private Client Group, LLC 136,703$11,353,0009.24%
Armor Investment Advisors, LLC 119,923$9,960,0008.95%
Bouchey Financial Group Ltd 344,147$28,581,0007.74%
INSPIRION WEALTH ADVISORS, LLC 194,920$16,188,0007.62%
View complete list of VANGUARD WHITEHALL FDS shareholders