Affiance Financial, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Affiance Financial, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$114,594
-76.2%
1,059
-77.6%
0.05%
-82.3%
Q2 2022$482,000
-6.8%
4,736
+2.8%
0.26%
+3.6%
Q1 2022$517,000
-6.2%
4,609
-6.2%
0.25%
+9.1%
Q4 2021$551,000
+7.0%
4,912
-1.4%
0.23%
+2.7%
Q3 2021$515,000
-1.3%
4,9810.0%0.22%
+1.4%
Q2 2021$522,000
+3.6%
4,9810.0%0.22%
-1.8%
Q1 2021$504,000
+10.5%
4,9810.0%0.22%
-5.5%
Q4 2020$456,000
+9.1%
4,981
-3.7%
0.24%
-1.2%
Q3 2020$418,000
+2.7%
5,171
+0.1%
0.24%
+9.0%
Q2 2020$407,000
+11.5%
5,166
+0.2%
0.22%
-12.3%
Q1 2020$365,000
-57.3%
5,156
-43.5%
0.25%
-46.6%
Q4 2019$855,000
+5.6%
9,1260.0%0.47%
-4.1%
Q3 2019$810,000
+1.6%
9,1260.0%0.49%
+1.0%
Q2 2019$797,000
+1.9%
9,1260.0%0.49%
-1.0%
Q1 2019$782,000
+9.8%
9,1260.0%0.49%
+4.7%
Q4 2018$712,000
-10.4%
9,1260.0%0.47%
-10.3%
Q3 2018$795,000
+3.1%
9,126
-1.6%
0.52%
-11.2%
Q2 2018$771,000
+118.4%
9,278
+116.6%
0.59%
+89.1%
Q1 2018$353,000
-3.8%
4,2830.0%0.31%
+14.7%
Q4 2017$367,000
+5.8%
4,2830.0%0.27%
-2.5%
Q3 2017$347,000
+3.6%
4,2830.0%0.28%
+4.5%
Q2 2017$335,000
-8.0%
4,283
-8.7%
0.27%
-5.0%
Q1 2017$364,000
+0.3%
4,693
-2.0%
0.28%
-3.4%
Q4 2016$363,000
-1.9%
4,788
-6.6%
0.29%
-3.3%
Q3 2016$370,000
+4.2%
5,128
+3.3%
0.30%
+0.3%
Q2 2016$355,000
-21.1%
4,965
-23.9%
0.30%
-30.4%
Q1 2016$450,000
-8.5%
6,525
-11.4%
0.43%
-14.7%
Q4 2015$492,000
-10.1%
7,365
-15.7%
0.50%
-26.3%
Q3 2015$547,000
-8.1%
8,733
-1.1%
0.68%
-9.6%
Q2 2015$595,000
+7.4%
8,833
+9.0%
0.76%
-10.0%
Q1 2015$554,000
+11.5%
8,105
+12.0%
0.84%
-3.6%
Q4 2014$497,0007,2350.87%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2015
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