BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$8,049,783
-9.9%
77,911
-7.5%
1.82%
-7.1%
Q2 2023$8,936,977
+22.8%
84,255
+22.1%
1.96%
+3.5%
Q1 2023$7,277,485
-20.8%
68,981
-18.8%
1.90%
-16.2%
Q4 2022$9,188,506
+153041.8%
84,914
+13.8%
2.26%
+112900.0%
Q3 2022$6,000
-99.9%
74,611
+28.3%
0.00%
-99.9%
Q2 2022$5,915,000
+54.0%
58,162
+69.9%
1.53%
+70.0%
Q1 2022$3,841,000
+36.3%
34,227
+36.1%
0.90%
+35.1%
Q4 2021$2,818,000
+14.7%
25,141
+5.8%
0.67%
+1.7%
Q3 2021$2,456,000
+65.7%
23,769
+68.0%
0.66%
+62.9%
Q2 2021$1,482,000
+149.5%
14,147
+117.7%
0.40%
+98.0%
Q4 2020$594,0006,4980.20%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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