PATHSTONE FAMILY OFFICE, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 211 filers reported holding VANGUARD WHITEHALL FDS in Q3 2013. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$155,232,756
+1690.1%
1,502,345
+1737.7%
1.18%
+817.8%
Q2 2023$8,671,549
-1.9%
81,752
-2.4%
0.13%
-9.8%
Q1 2023$8,837,677
-6.9%
83,770
-50.4%
0.14%
+76.5%
Q4 2022$9,497,010
-40.5%
168,822
+0.5%
0.08%
-43.8%
Q3 2022$15,952,301
+97.5%
167,934
+111.4%
0.14%
-19.1%
Q2 2022$8,078,249
-9.4%
79,431
+0.2%
0.18%
-14.4%
Q1 2022$8,915,000
-7.0%
79,261
-7.3%
0.21%
-13.0%
Q4 2021$9,583,000
+7.2%
85,500
-1.2%
0.24%
-8.4%
Q3 2021$8,940,000
-0.7%
86,530
+0.7%
0.26%
-3.3%
Q2 2021$9,002,000
+4.0%
85,917
+0.3%
0.27%
-7.8%
Q1 2021$8,655,000
+6.1%
85,620
-4.0%
0.29%
-12.5%
Q4 2020$8,161,000
+9.9%
89,179
-2.8%
0.34%
-58.5%
Q3 2020$7,425,000
+3.2%
91,742
+0.5%
0.81%
-5.2%
Q2 2020$7,192,000
-48.3%
91,278
-53.6%
0.85%
-56.9%
Q1 2020$13,904,000
-78.6%
196,547
+184.1%
1.98%
+180.7%
Q4 2019$64,840,000
+960.7%
69,192
+0.4%
0.70%
-11.6%
Q3 2019$6,113,000
+2.0%
68,903
+0.4%
0.80%
+12.6%
Q2 2019$5,993,000
+0.1%
68,598
-1.8%
0.71%
-7.2%
Q1 2019$5,986,000
+182.4%
69,868
+157.0%
0.76%
+25.3%
Q4 2018$2,120,000
+1759.6%
27,184
+1983.1%
0.61%
+1588.9%
Q3 2018$114,000
+5.6%
1,3050.0%0.04%
-55.0%
Q2 2018$108,000
-8.5%
1,305
-8.4%
0.08%
+21.2%
Q1 2018$118,000
-93.6%
1,425
-94.0%
0.07%
-91.5%
Q2 2017$1,841,000
+7.1%
23,563
+6.4%
0.78%
-18.1%
Q1 2017$1,719,000
+2.4%
22,1400.0%0.95%
-11.3%
Q4 2016$1,678,000
+23871.4%
22,140
+22040.0%
1.07%
+5240.0%
Q2 2014$7,000
+16.7%
1000.0%0.02%
+25.0%
Q1 2014$6,0000.0%1000.0%0.02%
+23.1%
Q4 2013$6,000
-97.8%
100
-97.9%
0.01%
-95.8%
Q2 2013$268,0004,7560.31%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2013
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