RETIREMENT DESIGN & MANAGEMENT INC /ADV - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
RETIREMENT DESIGN & MANAGEMENT INC /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2016$1,798,000
+3.8%
25,161
+0.2%
1.12%
-9.1%
Q1 2016$1,733,000
+1.5%
25,105
-1.8%
1.24%
+30.0%
Q4 2015$1,707,000
+6.1%
25,574
-0.4%
0.95%
-42.8%
Q3 2015$1,609,000
-5.9%
25,686
+1.2%
1.66%
+13.4%
Q2 2015$1,709,000
+0.1%
25,387
+1.5%
1.47%
-1.1%
Q1 2015$1,708,000
-4.2%
25,009
-3.6%
1.48%
+10.0%
Q4 2014$1,783,00025,9371.35%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2015
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders