Alera Investment Advisors, LLC - 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
Alera Investment Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2020$346,000
-2.3%
4,397
-15.0%
0.18%
-15.0%
Q1 2020$354,000
-39.3%
5,173
-16.8%
0.21%
-19.5%
Q4 2019$583,000
+4.7%
6,218
-0.9%
0.27%
-3.6%
Q3 2019$557,000
-7.8%
6,273
-9.3%
0.28%
-11.0%
Q2 2019$604,000
+2.7%
6,917
+0.8%
0.31%
+8.4%
Q1 2019$588,000
-27.9%
6,861
-34.4%
0.29%
-42.5%
Q4 2018$816,00010,4630.50%
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