GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$835,342
-4.1%
8,085
-1.6%
0.24%
-2.9%
Q2 2023$871,365
-0.5%
8,215
-1.1%
0.24%
-2.8%
Q1 2023$876,178
-3.7%
8,305
-1.2%
0.25%
-8.4%
Q4 2022$909,397
-6.3%
8,404
-17.9%
0.27%
-17.3%
Q3 2022$971,000
-7.5%
10,239
-0.8%
0.33%
-2.4%
Q2 2022$1,050,000
-17.4%
10,320
-8.8%
0.34%
-7.1%
Q1 2022$1,271,000
-7.6%
11,320
-7.7%
0.36%
-5.7%
Q4 2021$1,376,000
+11.7%
12,270
+2.9%
0.39%
+1.6%
Q3 2021$1,232,000
-2.4%
11,920
-1.0%
0.38%
+5.8%
Q2 2021$1,262,000
-8.5%
12,045
-11.7%
0.36%
-14.7%
Q1 2021$1,379,000
+4.5%
13,640
-5.5%
0.42%
+4.7%
Q4 2020$1,320,000
+5.9%
14,430
-6.3%
0.40%
-4.5%
Q3 2020$1,246,000
+5.5%
15,395
+2.7%
0.42%
+1.7%
Q2 2020$1,181,000
+20.5%
14,985
+8.2%
0.41%
+10.7%
Q1 2020$980,000
-2.3%
13,850
+29.4%
0.37%
+12.3%
Q4 2019$1,003,000
+3.5%
10,700
-2.0%
0.33%
-2.9%
Q3 2019$969,000
+2.2%
10,920
+0.7%
0.34%
+0.3%
Q2 2019$948,000
+2.4%
10,845
+0.3%
0.34%
-1.2%
Q1 2019$926,000
+6.9%
10,810
-2.6%
0.35%
-3.9%
Q4 2018$866,000
-9.8%
11,103
+0.7%
0.36%
-6.0%
Q3 2018$960,000
+4.6%
11,028
-0.3%
0.38%
-3.3%
Q2 2018$918,000
-4.2%
11,058
-4.8%
0.40%
-5.7%
Q1 2018$958,000
-16.0%
11,610
-12.9%
0.42%
-15.2%
Q4 2017$1,141,000
+2.6%
13,325
-2.9%
0.50%
-1.0%
Q3 2017$1,112,000
-14.3%
13,720
-17.4%
0.50%
-20.1%
Q2 2017$1,298,000
-0.1%
16,610
-0.7%
0.63%
-4.0%
Q1 2017$1,299,000
+2.8%
16,730
+0.3%
0.65%
+0.6%
Q4 2016$1,264,000
+10.8%
16,680
+5.5%
0.65%
+5.4%
Q3 2016$1,141,000
-0.3%
15,815
-1.2%
0.62%
+0.3%
Q2 2016$1,144,000
+4.5%
16,005
+0.9%
0.61%
+3.9%
Q1 2016$1,095,000
+8.2%
15,860
+4.7%
0.59%
+8.7%
Q4 2015$1,012,000
+20.6%
15,155
+13.2%
0.54%
+16.0%
Q3 2015$839,000
-5.8%
13,390
+1.2%
0.47%
+3.8%
Q2 2015$891,000
+3.0%
13,230
+4.5%
0.45%
+6.1%
Q1 2015$865,000
-2.1%
12,665
-1.5%
0.42%
-2.1%
Q4 2014$884,000
+5.7%
12,860
+2.1%
0.43%
+7.4%
Q3 2014$836,000
-2.1%
12,590
-2.3%
0.40%
-1.7%
Q2 2014$854,000
+5.6%
12,880
+0.5%
0.41%
-4.2%
Q1 2014$809,000
+1.6%
12,810
+0.3%
0.43%
-7.5%
Q4 2013$796,000
+4.6%
12,770
-3.5%
0.46%
-2.9%
Q3 2013$761,000
+9.0%
13,235
+6.9%
0.48%
+9.6%
Q2 2013$698,00012,3750.44%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2017
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