BOSTON FAMILY OFFICE LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$499
-2.5%
4,8300.0%0.04%
+5.1%
Q2 2023$512
+0.4%
4,8300.0%0.04%
-4.9%
Q1 2023$510
-2.5%
4,8300.0%0.04%
-4.7%
Q4 2022$523
-99.9%
4,8300.0%0.04%
+4.9%
Q3 2022$458,000
-6.7%
4,8300.0%0.04%0.0%
Q2 2022$491,000
-9.4%
4,8300.0%0.04%
+5.1%
Q1 2022$542,000
+0.2%
4,8300.0%0.04%
+11.4%
Q4 2021$541,000
+8.4%
4,8300.0%0.04%
-2.8%
Q3 2021$499,000
-1.4%
4,8300.0%0.04%0.0%
Q2 2021$506,000
+3.7%
4,830
-19.6%
0.04%
-2.7%
Q1 2021$488,000
+10.4%
6,006
+24.3%
0.04%
+8.8%
Q4 2020$442,000
+13.0%
4,8300.0%0.03%
-2.9%
Q3 2020$391,000
+2.6%
4,8300.0%0.04%
-5.4%
Q2 2020$381,000
+11.4%
4,8300.0%0.04%
-7.5%
Q1 2020$342,000
-24.5%
4,8300.0%0.04%
-7.0%
Q4 2019$453,000
+5.6%
4,8300.0%0.04%
-2.3%
Q3 2019$429,000
+1.7%
4,8300.0%0.04%0.0%
Q2 2019$422,000
+1.9%
4,8300.0%0.04%
-2.2%
Q1 2019$414,000
+9.8%
4,8300.0%0.04%
-4.3%
Q4 2018$377,000
-6.7%
4,830
+4.2%
0.05%
+9.3%
Q3 2018$404,000
+4.9%
4,6350.0%0.04%
-2.3%
Q2 2018$385,0004,6350.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 376,899$42,307,00035.47%
Coco Enterprises, LLC 367,256$41,500,00031.17%
Operose Advisors LLC 392,467$44,054,00030.44%
SWISS RE LTD 1,328,970$149,177,00026.23%
Benchmark Wealth Management, LLC 247,216$27,750,00018.66%
McAlister, Sweet & Associates, Inc. 137,840$15,473,00016.44%
CVS HEALTH Corp 215,000$24,134,00016.21%
Arlington Partners LLC 429,648$48,228,00013.64%
ACT WEALTH MANAGEMENT, LLC 211,933$23,789,00013.53%
MARINO, STRAM & ASSOCIATES LLC 380,341$42,693,00013.46%
View complete list of VANGUARD WHITEHALL FDS shareholders