LexAurum Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
LexAurum Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$751,874
-1.9%
7,277
+0.7%
0.22%
-4.8%
Q2 2023$766,155
-2.8%
7,223
-3.3%
0.23%
-11.8%
Q1 2023$788,380
+177.0%
7,473
+184.0%
0.26%
+156.9%
Q4 2022$284,650
+14.3%
2,631
+0.2%
0.10%
+6.2%
Q3 2022$249,000
-32.9%
2,627
-28.0%
0.10%
-30.9%
Q2 2022$371,000
-7.7%
3,648
+1.9%
0.14%
+6.1%
Q1 2022$402,000
-9.7%
3,580
-9.8%
0.13%
-9.7%
Q4 2021$445,000
+5.2%
3,969
-3.1%
0.14%
+16.0%
Q3 2021$423,000
+3.2%
4,095
+4.6%
0.12%
+3.3%
Q2 2021$410,000
+9.3%
3,916
+5.6%
0.12%
-5.5%
Q1 2021$375,000
+11.9%
3,710
+1.5%
0.13%
+6.7%
Q4 2020$335,000
+13.2%
3,6560.0%0.12%
-1.6%
Q3 2020$296,000
-2.6%
3,656
-5.2%
0.12%
-26.5%
Q2 2020$304,000
+11.4%
3,8560.0%0.17%
-12.2%
Q1 2020$273,000
-19.5%
3,856
+6.5%
0.19%
+13.2%
Q4 2019$339,000
+5.9%
3,619
+0.3%
0.17%
-11.6%
Q3 2019$320,000
+1.6%
3,6080.0%0.19%
-3.1%
Q2 2019$315,000
-2.2%
3,608
-4.0%
0.20%
-8.5%
Q1 2019$322,000
-3.3%
3,758
-12.1%
0.21%
-17.4%
Q4 2018$333,000
-9.0%
4,273
+1.7%
0.26%
+0.4%
Q3 2018$366,0004,2000.26%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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