Lenox Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$3,445,000
+1.1%
30,3790.0%0.43%
+6.7%
Q4 2021$3,406,000
+8.7%
30,379
+0.3%
0.40%
+0.5%
Q3 2021$3,132,000
-1.4%
30,3000.0%0.40%
-1.0%
Q2 2021$3,175,000
+10483.3%
30,300
+10000.0%
0.41%
+10075.0%
Q1 2021$30,000
+11.1%
3000.0%0.00%0.0%
Q4 2020$27,000
+12.5%
3000.0%0.00%0.0%
Q3 2020$24,0000.0%3000.0%0.00%0.0%
Q2 2020$24,000
+33.3%
300
+58.7%
0.00%
+33.3%
Q4 2019$18,0001890.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
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