Surevest, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2019$227,000
-27.2%
2,421
-31.0%
0.10%
-37.0%
Q3 2019$312,000
+2.6%
3,511
+0.8%
0.15%
-2.5%
Q2 2019$304,000
+2.7%
3,482
+0.7%
0.16%
-13.2%
Q1 2019$296,000
+10.4%
3,459
+0.7%
0.18%
-14.2%
Q4 2018$268,0003,4350.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
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