RAND WEALTH, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 540 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2018$3,593,000
+3.7%
41,257
-1.1%
0.40%
+3.9%
Q2 2018$3,465,000
-8.0%
41,721
-8.6%
0.39%
-8.5%
Q1 2018$3,765,000
-17.3%
45,641
-14.1%
0.42%
-15.1%
Q4 2017$4,551,000
-0.1%
53,150
-5.4%
0.50%
-5.1%
Q3 2017$4,554,000
+3.9%
56,175
+0.1%
0.52%
-11.6%
Q2 2017$4,385,000
-1.1%
56,106
-1.8%
0.59%
+11.4%
Q1 2017$4,435,000
-40.7%
57,114
-42.1%
0.53%
-43.5%
Q4 2016$7,479,000
+2.9%
98,700
-2.0%
0.94%
-0.5%
Q3 2016$7,269,000
-0.8%
100,757
-1.7%
0.95%
-4.1%
Q2 2016$7,326,000
+1.5%
102,516
-1.9%
0.99%
-1.4%
Q1 2016$7,216,000
+0.5%
104,513
-2.8%
1.00%
-0.9%
Q4 2015$7,177,000
-10.4%
107,520
-15.9%
1.01%
-13.6%
Q3 2015$8,012,000
-7.3%
127,888
-0.4%
1.17%
+0.4%
Q2 2015$8,643,000
-1.3%
128,389
+0.1%
1.17%
-0.6%
Q1 2015$8,756,000
+0.1%
128,199
+1.0%
1.18%
-2.2%
Q4 2014$8,747,000
-25.7%
126,954
-28.4%
1.20%
-29.6%
Q3 2014$11,774,000
-2.1%
177,291
-2.3%
1.71%
-0.9%
Q2 2014$12,030,000
+5.8%
181,411
+0.7%
1.72%
-12.5%
Q1 2014$11,371,000
+4.2%
180,143
+2.9%
1.97%
+2.0%
Q4 2013$10,914,000
+7.5%
175,126
-0.8%
1.93%
-3.9%
Q3 2013$10,151,000
+1.2%
176,573
-0.7%
2.01%
-8.6%
Q2 2013$10,027,000177,8832.20%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2016
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