Carroll Financial Associates, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$765,000
-7.9%
6,853
-14.9%
0.04%
-10.9%
Q3 2021$831,000
-3.9%
8,050
-2.5%
0.05%
-6.1%
Q2 2021$865,000
+6.4%
8,259
+2.6%
0.05%
-2.0%
Q1 2021$813,000
+9.7%
8,050
-0.7%
0.05%
+2.0%
Q4 2020$741,000
+12.8%
8,105
-0.2%
0.05%
-3.9%
Q3 2020$657,000
+0.2%
8,124
-2.5%
0.05%
-7.3%
Q2 2020$656,000
+63.6%
8,335
+46.7%
0.06%
+41.0%
Q1 2020$401,000
+109.9%
5,680
+177.8%
0.04%
+160.0%
Q4 2019$191,000
+9.8%
2,045
+4.0%
0.02%0.0%
Q3 2019$174,000
+1.8%
1,9660.0%0.02%0.0%
Q2 2019$171,000
+1.8%
1,9660.0%0.02%
-6.2%
Q1 2019$168,000
+9.8%
1,966
+1.7%
0.02%
-5.9%
Q4 2018$153,000
+595.5%
1,933
+658.0%
0.02%
+750.0%
Q3 2018$22,000
+4.8%
2550.0%0.00%0.0%
Q2 2018$21,000
-8.7%
255
-10.8%
0.00%
-33.3%
Q1 2018$23,000
-4.2%
2860.0%0.00%0.0%
Q4 2017$24,000
-33.3%
286
-35.9%
0.00%
-25.0%
Q3 2017$36,000
-56.1%
446
-58.0%
0.00%
-60.0%
Q2 2017$82,000
+7.9%
1,061
+8.4%
0.01%0.0%
Q1 2017$76,000
+2.7%
9790.0%0.01%
-9.1%
Q4 2016$74,000
+5.7%
9790.0%0.01%0.0%
Q3 2016$70,000
+1.4%
9790.0%0.01%
-8.3%
Q2 2016$69,000
+3.0%
9790.0%0.01%0.0%
Q1 2016$67,000
-33.0%
979
-35.3%
0.01%
-42.9%
Q4 2015$100,0000.0%1,5130.0%0.02%
-4.5%
Q3 2015$100,000
+11.1%
1,513
+12.9%
0.02%
+10.0%
Q2 2015$90,000
+32.4%
1,340
+34.8%
0.02%
-33.3%
Q1 2015$68,000
+74.4%
994
+75.9%
0.03%
+20.0%
Q4 2014$39,000
-33.9%
565
-34.7%
0.02%
+38.9%
Q3 2014$59,000
+3.5%
8650.0%0.02%
+12.5%
Q2 2014$57,000
+3.6%
8650.0%0.02%
-11.1%
Q1 2014$55,000
+3.8%
8650.0%0.02%
-5.3%
Q4 2013$53,000
+8.2%
8650.0%0.02%
+5.6%
Q3 2013$49,000
+2.1%
8650.0%0.02%
-25.0%
Q2 2013$48,0008650.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2017
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders