ROCKY MOUNTAIN ADVISERS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,613,548
+21.9%
15,617
+24.5%
0.79%
+11.6%
Q2 2023$1,323,181
+99913.7%
12,5420.0%0.70%
+0.1%
Q1 2023$1,323
+3.0%
12,542
+5.6%
0.70%
-1.3%
Q4 2022$1,285
-99.9%
11,879
+2.3%
0.71%
-50.2%
Q3 2022$1,101,000
+10.5%
11,609
+18.6%
1.43%
+16.7%
Q2 2022$996,000
-7.0%
9,789
+2.6%
1.23%
+3.4%
Q1 2022$1,071,000
+0.2%
9,5390.0%1.19%
-2.1%
Q4 2021$1,069,000
+8.4%
9,5390.0%1.21%
+1.2%
Q3 2021$986,000
-1.3%
9,5390.0%1.20%
-3.6%
Q2 2021$999,000
+69.3%
9,539
+63.5%
1.24%
+48.4%
Q1 2021$590,000
+10.5%
5,8330.0%0.84%
-5.0%
Q4 2020$534,000
+13.1%
5,8330.0%0.88%
-2.8%
Q3 2020$472,000
+44.8%
5,833
+40.9%
0.91%
+12.0%
Q2 2020$326,000
+32.5%
4,140
+19.2%
0.81%
+18.6%
Q1 2020$246,000
-11.5%
3,474
+17.0%
0.68%
-23.3%
Q4 2019$278,000
+5.3%
2,9700.0%0.89%
+0.2%
Q3 2019$264,000
+1.5%
2,9700.0%0.89%
+0.3%
Q2 2019$260,000
+2.4%
2,9700.0%0.89%
-1.7%
Q1 2019$254,000
+9.5%
2,9700.0%0.90%
+1.6%
Q4 2018$232,000
-10.4%
2,9700.0%0.89%
+0.1%
Q3 2018$259,000
+4.9%
2,9700.0%0.89%
-4.2%
Q2 2018$247,000
+0.8%
2,9700.0%0.93%
-4.7%
Q1 2018$245,000
-3.5%
2,9700.0%0.97%
-3.2%
Q4 2017$254,000
+5.4%
2,9700.0%1.00%
-1.8%
Q3 2017$241,000
+3.9%
2,9700.0%1.02%
-7.5%
Q2 2017$232,000
+0.4%
2,9700.0%1.10%
+2.5%
Q1 2017$231,000
+2.7%
2,9700.0%1.08%
-3.6%
Q4 2016$225,000
+5.1%
2,9700.0%1.12%
+0.1%
Q3 2016$214,000
+0.9%
2,9700.0%1.12%
-1.0%
Q2 2016$212,000
+3.4%
2,9700.0%1.13%
-0.2%
Q1 2016$205,000
+49.6%
2,970
+44.5%
1.13%
+40.4%
Q4 2015$137,000
+6.2%
2,0550.0%0.80%
+6.3%
Q3 2015$129,000
+760.0%
2,055
+793.5%
0.76%
+696.8%
Q2 2015$15,000
+114.3%
230
+130.0%
0.10%
+106.5%
Q1 2015$7,0000.0%1000.0%0.05%
-4.2%
Q4 2014$7,0000.0%1000.0%0.05%
-11.1%
Q3 2014$7,0000.0%1000.0%0.05%
-1.8%
Q2 2014$7,000
+16.7%
1000.0%0.06%
+14.6%
Q1 2014$6,0000.0%1000.0%0.05%
-18.6%
Q4 2013$6,0001000.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2014
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