Clear Perspective Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 790 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$1,942,000
+8.5%
17,3210.0%0.59%
-3.8%
Q3 2021$1,790,000
-1.4%
17,3210.0%0.61%
-2.9%
Q2 2021$1,815,000
+3.7%
17,3210.0%0.63%
-8.0%
Q1 2021$1,751,000
+10.6%
17,321
+0.1%
0.68%
+5.9%
Q4 2020$1,583,000
+513.6%
17,300
-0.6%
0.65%
+434.7%
Q3 2020$258,000
-58.6%
17,400
+97.7%
0.12%
-70.9%
Q1 2020$623,000
-36.6%
8,800
-16.0%
0.42%
-31.6%
Q4 2019$982,000
-47.1%
10,475
-50.4%
0.61%
-27.8%
Q3 2019$1,858,000
+101.5%
21,100
+100.0%
0.84%
+42.2%
Q2 2019$922,000
+55.0%
10,550
+51.8%
0.59%
+40.3%
Q1 2019$595,000
+9.8%
6,9500.0%0.42%
-6.4%
Q4 2018$542,000
-10.4%
6,9500.0%0.45%
+0.7%
Q3 2018$605,000
+4.9%
6,9500.0%0.45%
+10.9%
Q2 2018$577,000
+0.7%
6,9500.0%0.40%
-5.6%
Q1 2018$573,000
-3.7%
6,9500.0%0.43%
-5.9%
Q4 2017$595,000
+5.7%
6,9500.0%0.46%
-1.1%
Q3 2017$563,000
+3.7%
6,9500.0%0.46%
+0.9%
Q2 2017$543,000
+31.8%
6,950
+31.1%
0.46%
+67.6%
Q1 2017$412,000
+2.5%
5,3000.0%0.27%
+1.9%
Q4 2016$402,0005,3000.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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