Watermark Asset Management, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2018$3,484,000
-11.8%
44,671
-1.5%
1.62%
-1.0%
Q3 2018$3,948,000
+0.9%
45,331
-3.8%
1.63%
-1.7%
Q2 2018$3,913,000
-3.5%
47,121
-4.1%
1.66%
-1.3%
Q1 2018$4,053,000
-6.0%
49,127
-2.4%
1.68%
-6.3%
Q4 2017$4,311,000
+0.2%
50,346
-5.1%
1.80%
-3.8%
Q3 2017$4,302,000
-0.7%
53,063
-4.3%
1.87%
-4.3%
Q2 2017$4,334,000
-5.2%
55,446
-5.8%
1.95%
-9.5%
Q1 2017$4,573,00058,8912.16%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2017
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