SIMON QUICK ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,987,216
-4.1%
38,591
-1.6%
0.38%
-2.1%
Q2 2023$4,158,755
-0.8%
39,208
-1.4%
0.38%
-15.6%
Q1 2023$4,193,818
-5.1%
39,752
-2.6%
0.46%
-13.2%
Q4 2022$4,418,381
-0.7%
40,832
-12.9%
0.52%
-16.7%
Q3 2022$4,449,000
-7.9%
46,887
+2.4%
0.63%
-0.6%
Q2 2022$4,833,000
+54.7%
45,768
+64.4%
0.63%
-28.6%
Q1 2022$3,125,000
+0.4%
27,842
+0.3%
0.89%
+6.5%
Q4 2021$3,112,000
+8.0%
27,759
-0.5%
0.83%
+12.3%
Q3 2021$2,882,000
-10.1%
27,886
-8.9%
0.74%
-12.7%
Q2 2021$3,207,000
+4.5%
30,610
+0.8%
0.85%
-6.0%
Q1 2021$3,069,000
+11.4%
30,365
+0.9%
0.90%
+8.7%
Q4 2020$2,754,000
-79.5%
30,100
-81.9%
0.83%
-78.3%
Q3 2020$13,450,000
+2.5%
166,188
-0.3%
3.83%
-23.0%
Q2 2020$13,127,000
-23.0%
166,622
-30.8%
4.97%
-21.4%
Q1 2020$17,042,000
+170.3%
240,880
+258.0%
6.32%
+176.9%
Q4 2019$6,305,000
+11.2%
67,280
+5.3%
2.28%
-8.8%
Q3 2019$5,670,000
-99.9%
63,903
-3.4%
2.50%
-14.4%
Q2 2019$5,777,753,000
+88597.5%
66,122
-13.0%
2.93%
+7.8%
Q1 2019$6,514,000
+5.6%
76,045
-3.9%
2.72%
+21.0%
Q4 2018$6,171,000
-57.6%
79,129
-52.6%
2.24%
-61.8%
Q3 2018$14,554,000
+9.9%
167,113
+4.8%
5.88%
+4.6%
Q2 2018$13,240,000
-20.7%
159,425
-21.2%
5.62%
-19.6%
Q1 2018$16,687,000
+112.5%
202,288
+129.6%
6.99%
+99.5%
Q4 2017$7,854,000
+18.2%
88,104
+7.5%
3.50%
+45.4%
Q3 2017$6,644,000
+6.3%
81,957
+2.5%
2.41%
-31.7%
Q2 2017$6,249,000
-44.8%
79,946
-45.2%
3.53%
-47.4%
Q1 2017$11,324,000
-40.2%
145,831
-41.6%
6.71%
-52.6%
Q4 2016$18,936,000249,91214.14%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2019
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