Doyle Wealth Management - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$4,765,000
-6.2%
50,218
+0.6%
0.41%
-0.2%
Q2 2022$5,078,000
+19.4%
49,929
+31.8%
0.41%
+33.6%
Q1 2022$4,252,000
+5.5%
37,881
+5.3%
0.31%
+6.2%
Q4 2021$4,032,000
+20.9%
35,966
+11.4%
0.29%
+9.1%
Q3 2021$3,336,000
+15.1%
32,282
+16.7%
0.26%
+10.4%
Q2 2021$2,899,000
-2.2%
27,674
-5.7%
0.24%
-15.5%
Q1 2021$2,965,000
+4.4%
29,334
-5.5%
0.28%
-1.7%
Q4 2020$2,841,000
+6.8%
31,040
-5.5%
0.29%
-6.5%
Q3 2020$2,659,000
-4.1%
32,850
-6.7%
0.31%
-15.3%
Q2 2020$2,772,000
-5.8%
35,192
-15.4%
0.36%
-22.0%
Q1 2020$2,943,000
-9.7%
41,590
+19.6%
0.47%
+15.0%
Q4 2019$3,259,000
+11.6%
34,775
+5.6%
0.41%
+1.0%
Q3 2019$2,921,000
+7.4%
32,923
+5.8%
0.40%
+7.2%
Q2 2019$2,719,000
+10.8%
31,114
+9.5%
0.38%
+5.3%
Q1 2019$2,454,000
+16.6%
28,418
+5.3%
0.36%
+0.6%
Q4 2018$2,105,000
-8.7%
26,993
+2.0%
0.36%
-0.8%
Q3 2018$2,305,000
+8.0%
26,468
+3.0%
0.36%
+1.7%
Q2 2018$2,135,000
+1.0%
25,706
+0.4%
0.35%
-1.1%
Q1 2018$2,113,000
+1.8%
25,612
+5.6%
0.36%
+1.4%
Q4 2017$2,076,000
+8.9%
24,250
+3.1%
0.35%
+5.1%
Q3 2017$1,906,000
+2.6%
23,512
-1.1%
0.33%
-2.9%
Q2 2017$1,858,000
+3.7%
23,771
+3.1%
0.34%
-5.8%
Q1 2017$1,791,00023,0670.36%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 277,500$23,046,00046.74%
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,082$173,581,00016.59%
Financial Sense Advisors, Inc. 259,050$21,514,00015.00%
HCR Wealth Advisors 421,563$35,175,00011.54%
RELIANCE TRUST CO 6,147$511,00011.22%
Opus Capital Group, LLC 500,315$41,551,00010.16%
Measured Wealth Private Client Group, LLC 136,703$11,353,0009.24%
Armor Investment Advisors, LLC 119,923$9,960,0008.95%
Bouchey Financial Group Ltd 344,147$28,581,0007.74%
INSPIRION WEALTH ADVISORS, LLC 194,920$16,188,0007.62%
View complete list of VANGUARD WHITEHALL FDS shareholders