AE Wealth Management 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
AE Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$47,940,779
-12.3%
464,003
-10.0%
0.29%
-12.8%
Q2 2023$54,672,194
+2.6%
515,435
+2.0%
0.33%
-4.1%
Q1 2023$53,295,878
-16.4%
505,174
-14.3%
0.34%
-25.6%
Q4 2022$63,757,046
+16.8%
589,197
+2.4%
0.46%
+6.5%
Q3 2022$54,603,000
-2.5%
575,497
+4.5%
0.43%
-3.3%
Q2 2022$56,028,000
+7.0%
550,917
+18.1%
0.45%
+24.8%
Q1 2022$52,356,000
+24.5%
466,420
+24.3%
0.36%
+22.5%
Q4 2021$42,053,000
+12.0%
375,103
+3.2%
0.29%
-5.2%
Q3 2021$37,562,000
-18.9%
363,448
-17.8%
0.31%
-23.7%
Q2 2021$46,329,000
+13.7%
442,202
+9.7%
0.40%
-1.5%
Q1 2021$40,753,000
+13.3%
403,132
+2.6%
0.41%
+0.7%
Q4 2020$35,962,000
+17.0%
392,983
+3.5%
0.41%
-7.1%
Q3 2020$30,740,000
-2.0%
379,828
-4.6%
0.44%
-9.5%
Q2 2020$31,355,000
+77.9%
398,001
+59.8%
0.48%
+19.8%
Q1 2020$17,621,000
-42.5%
249,057
-23.9%
0.40%
-39.1%
Q4 2019$30,661,000
+16.7%
327,185
+10.5%
0.66%
-12.4%
Q3 2019$26,278,000
-3.4%
296,157
-4.9%
0.76%
-7.1%
Q2 2019$27,200,000
+145.8%
311,283
+140.9%
0.82%
+6.2%
Q1 2019$11,066,000
+696.7%
129,190
+625.5%
0.77%
+223.1%
Q4 2018$1,389,000
-94.2%
17,808
-93.5%
0.24%
-81.8%
Q3 2018$23,764,000
+9.8%
272,868
+4.7%
1.31%
-11.1%
Q2 2018$21,637,000
+23.2%
260,528
+22.4%
1.47%
+8.6%
Q1 2018$17,556,000
+11.4%
212,828
+15.7%
1.36%
-2.6%
Q4 2017$15,756,000
+10.1%
184,006
+4.3%
1.39%
+4.7%
Q3 2017$14,308,000
+69.7%
176,491
+63.6%
1.33%
+32.0%
Q2 2017$8,430,000
+148.4%
107,856
+146.8%
1.01%
+59.9%
Q1 2017$3,394,000
+731.9%
43,705
+712.5%
0.63%
+281.2%
Q4 2016$408,0005,3790.16%
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