Heritage Wealth Advisors - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$826,047
-2.6%
7,9950.0%0.04%0.0%
Q2 2023$848,034
+0.5%
7,9950.0%0.04%
-4.3%
Q1 2023$843,476
-2.5%
7,9950.0%0.05%
-6.0%
Q4 2022$865,143
+14.0%
7,9950.0%0.05%
-9.1%
Q3 2022$759,000
-6.6%
7,9950.0%0.06%
-3.5%
Q2 2022$813,000
-9.4%
7,9950.0%0.06%
+14.0%
Q1 2022$897,000
+0.1%
7,9950.0%0.05%
+2.0%
Q4 2021$896,000
-99.9%
7,9950.0%0.05%
-3.9%
Q3 2021$826,287,000
-1.4%
7,9950.0%0.05%
-1.9%
Q2 2021$837,640,000
+3.6%
7,9950.0%0.05%
+6.1%
Q1 2021$808,218,000
+110312.3%
7,9950.0%0.05%
+6.5%
Q4 2020$732,000
-99.8%
7,995
+85.6%
0.05%
+2.2%
Q3 2020$348,649,000
+2.6%
4,308
-13.4%
0.04%
-4.3%
Q2 2020$339,726,000
+11.5%
4,976
+15.5%
0.05%
-14.5%
Q1 2020$304,794,000
-24.5%
4,3080.0%0.06%
+3.8%
Q4 2019$403,706,000
+105582.2%
4,3080.0%0.05%
-5.4%
Q3 2019$382,000
-99.9%
4,308
-29.8%
0.06%
-31.7%
Q2 2019$536,335,0006,1380.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 177,605$16,643,00014.36%
360 Financial, Inc. 182,506$17,156,00012.65%
Sullivan, Bruyette, Speros & Blaney, LLC 2,112,838$197,994,00011.02%
SEARCY FINANCIAL SERVICES INC /ADV 156,876$14,701,00010.55%
Asset Allocation & Management Company, LLC 286,908$26,886,00010.05%
Measured Wealth Private Client Group, LLC 158,117$14,817,0009.88%
Sunburst Financial Group, LLC 115,643$10,837,0009.46%
MARINO, STRAM & ASSOCIATES LLC 150,319$14,086,0009.22%
Global Strategic Investment Solutions, LLC 265,603$24,890,0008.96%
Edge Capital Group, LLC 979,436$91,783,0008.93%
View complete list of VANGUARD WHITEHALL FDS shareholders