Bay Harbor Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 828 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$64,755
-2.0%
5460.0%0.02%
-4.2%
Q1 2024$66,060
+80.0%
546
+57.8%
0.02%
+60.0%
Q2 2023$36,700
+0.5%
3460.0%0.02%0.0%
Q1 2023$36,503
+98556.8%
3460.0%0.02%
-11.8%
Q4 2022$37
-99.9%
3460.0%0.02%
+6.2%
Q3 2022$33,000
-5.7%
3460.0%0.02%0.0%
Q2 2022$35,000
+3400.0%
346
+2783.3%
0.02%
Q4 2020$1,000120.00%
Q2 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2019$155,000
+2.0%
1,808
-7.2%
0.11%
-12.4%
Q4 2018$152,0001,9490.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders