Newton One Investments LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$234,807
-1.9%
2,273
+0.8%
0.14%
+2.2%
Q2 2023$239,271
+1.4%
2,256
+0.8%
0.14%
-3.5%
Q1 2023$235,997
-1.8%
2,237
+0.7%
0.14%
-8.4%
Q4 2022$240,345
+13.9%
2,2210.0%0.16%
+3.3%
Q3 2022$211,000
-6.6%
2,2210.0%0.15%
-10.7%
Q2 2022$226,000
-9.2%
2,2210.0%0.17%
-7.2%
Q1 2022$249,0000.0%2,2210.0%0.18%
+2.8%
Q4 2021$249,000
+9.2%
2,221
+0.8%
0.18%
+3.5%
Q3 2021$228,000
-0.4%
2,203
+0.7%
0.17%
-6.6%
Q2 2021$229,000
+4.1%
2,187
+0.7%
0.18%
-7.1%
Q1 2021$220,000
+11.7%
2,171
+0.6%
0.20%
+1.0%
Q4 2020$197,0002,1570.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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