Lehman & Derafelo Financial Resources LLC - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$213,390
+48.2%
1,972
+30.1%
0.06%
+40.0%
Q3 2022$144,000
-6.5%
1,5160.0%0.04%
-6.2%
Q2 2022$154,000
-38.2%
1,516
-31.8%
0.05%
-36.0%
Q4 2021$249,000
+8.3%
2,2220.0%0.08%0.0%
Q3 2021$230,000
+16.8%
2,222
+18.3%
0.08%
+38.9%
Q2 2021$197,000
+3.7%
1,8780.0%0.05%
+1.9%
Q1 2021$190,000
+10.5%
1,8780.0%0.05%
+3.9%
Q4 2020$172,000
+13.2%
1,8780.0%0.05%
+6.2%
Q3 2020$152,000
-18.3%
1,878
-20.3%
0.05%
-26.2%
Q2 2020$186,000
-10.1%
2,356
-19.6%
0.06%
-24.4%
Q1 2020$207,000
-14.1%
2,931
+13.8%
0.09%
-1.1%
Q4 2019$241,000
+5.7%
2,5750.0%0.09%0.0%
Q3 2019$228,0000.0%2,5750.0%0.09%
-6.5%
Q2 2019$228,000
+3.2%
2,5750.0%0.09%
-2.1%
Q1 2019$221,000
-7.9%
2,575
-16.3%
0.10%
-20.2%
Q4 2018$240,000–3,075–0.12%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2018
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