Newport Wealth Strategies, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2021$279,000
+0.4%
2,700
+1.7%
0.17%
+5.0%
Q2 2021$278,000
+3.7%
2,6550.0%0.16%
-3.0%
Q1 2021$268,000
+24.7%
2,6550.0%0.17%
+3.1%
Q4 2020$215,0000.0%2,6550.0%0.16%
+0.6%
Q3 2020$215,000
+2.9%
2,6550.0%0.16%
-16.2%
Q2 2020$209,000
-15.4%
2,655
-16.6%
0.19%
-17.7%
Q1 2020$247,000
-46.8%
3,182
-36.2%
0.23%
-31.2%
Q4 2019$464,000
-1.1%
4,991
-5.6%
0.34%
-21.1%
Q3 2019$469,000
-20.2%
5,289
-20.9%
0.43%
-21.1%
Q2 2019$588,000
-8.1%
6,687
-9.6%
0.54%
-16.0%
Q1 2019$640,000
+14.5%
7,398
+5.8%
0.64%
-16.0%
Q4 2018$559,000
-7.6%
6,995
-3.7%
0.77%
-0.6%
Q3 2018$605,000
-35.1%
7,262
-35.3%
0.77%
-28.5%
Q2 2018$932,000
-23.5%
11,226
-24.0%
1.08%
+13.2%
Q1 2018$1,218,000
-10.5%
14,765
-3.3%
0.95%
-2.2%
Q4 2017$1,361,00015,2620.97%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
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