Edge Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$71,000
+9.2%
6300.0%0.01%0.0%
Q3 2021$65,000
-1.5%
6300.0%0.01%0.0%
Q2 2021$66,000
+3.1%
6300.0%0.01%
-7.1%
Q1 2021$64,000
+10.3%
6300.0%0.01%
+7.7%
Q4 2020$58,000
+13.7%
6300.0%0.01%
+8.3%
Q3 2020$51,000
+2.0%
6300.0%0.01%
+33.3%
Q2 2020$50,000
-80.9%
630
-82.9%
0.01%
-84.2%
Q1 2020$262,000
+149.5%
3,685
+229.0%
0.06%
+171.4%
Q4 2019$105,000
+144.2%
1,120
+128.6%
0.02%
+110.0%
Q3 2019$43,000
+760.0%
490
+790.9%
0.01%
+900.0%
Q2 2019$5,0000.0%550.0%0.00%0.0%
Q1 2019$5,000
-88.1%
55
-89.8%
0.00%
-91.7%
Q4 2018$42,000
-10.6%
5410.0%0.01%
+9.1%
Q3 2018$47,000
+4.4%
5410.0%0.01%0.0%
Q2 2018$45,000
+12.5%
541
+11.3%
0.01%0.0%
Q1 2018$40,000
-2.4%
4860.0%0.01%
-8.3%
Q4 2017$41,000
+5.1%
4860.0%0.01%0.0%
Q3 2017$39,000
+2.6%
4860.0%0.01%0.0%
Q2 2017$38,0000.0%4860.0%0.01%
-7.7%
Q1 2017$38,000
+2.7%
4860.0%0.01%
-7.1%
Q4 2016$37,000
+5.7%
4860.0%0.01%
-6.7%
Q3 2016$35,0004860.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders