LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 739 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$4,670,358
+14.2%
39,379
+7.5%
0.21%
-6.2%
Q1 2024$4,089,5680.0%36,6350.0%0.22%
-1.7%
Q4 2023$4,089,568
+14.8%
36,635
+6.2%
0.23%
-0.4%
Q3 2023$3,563,879
+5.9%
34,494
+8.7%
0.23%
+13.9%
Q2 2023$3,364,833
+9.2%
31,723
+8.6%
0.20%0.0%
Q1 2023$3,080,359
-6.2%
29,198
-3.8%
0.20%
-17.2%
Q4 2022$3,285,563
+36.7%
30,363
+19.8%
0.24%
+4.3%
Q3 2022$2,404,000
-4.1%
25,341
+2.8%
0.23%
-0.8%
Q2 2022$2,507,000
-10.8%
24,653
-1.5%
0.24%
+7.3%
Q1 2022$2,809,000
-3.1%
25,028
-3.2%
0.22%
-0.5%
Q4 2021$2,900,000
+58.3%
25,864
+45.9%
0.22%
+15.7%
Q3 2021$1,832,000
-52.7%
17,722
-52.1%
0.19%
-28.7%
Q2 2021$3,877,000
+2.3%
37,009
-1.2%
0.27%
-8.8%
Q1 2021$3,788,000
+11.3%
37,469
+0.7%
0.29%
+7.7%
Q4 2020$3,404,000
+18.8%
37,197
+5.1%
0.27%
+23.5%
Q3 2020$2,865,000
+0.8%
35,395
-1.8%
0.22%
+0.5%
Q2 2020$2,841,000
-9.3%
36,053
-18.6%
0.22%
-41.5%
Q1 2020$3,132,000
-27.1%
44,287
-3.5%
0.38%
+121.2%
Q4 2019$4,298,000
+6.1%
45,873
+0.5%
0.17%
-59.4%
Q3 2019$4,051,000
+6.4%
45,654
+5.1%
0.42%
+9.1%
Q2 2019$3,807,000
-0.4%
43,420
-2.7%
0.38%
-8.8%
Q1 2019$3,823,000
+10.9%
44,637
+1.0%
0.42%
-2.1%
Q4 2018$3,447,000
-15.2%
44,199
-5.3%
0.43%
-2.3%
Q3 2018$4,067,000
+4.2%
46,695
-0.7%
0.44%
+54.9%
Q2 2018$3,904,000
+2.9%
47,011
+2.2%
0.28%
-3.4%
Q1 2018$3,793,000
-4.1%
45,982
-0.5%
0.29%
-4.5%
Q4 2017$3,957,000
+11.3%
46,215
+5.4%
0.31%
-2.2%
Q3 2017$3,556,000
+30.6%
43,861
+24.6%
0.32%
-24.8%
Q2 2017$2,723,000
-20.5%
35,197
-20.5%
0.42%
+20.1%
Q1 2017$3,427,000
+22.5%
44,260
+19.8%
0.35%
-2.2%
Q4 2016$2,798,00036,9300.36%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders