B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,408,248
-13.4%
42,666
-11.1%
0.12%
+4.4%
Q2 2023$5,090,720
-0.2%
47,994
-0.7%
0.11%
-16.2%
Q1 2023$5,100,891
+4.9%
48,350
+7.6%
0.14%0.0%
Q4 2022$4,860,973
+36.1%
44,921
+19.4%
0.14%
+25.9%
Q3 2022$3,571,000
+24.8%
37,631
+33.8%
0.11%
-10.0%
Q2 2022$2,862,000
-54.9%
28,135
-50.2%
0.12%
-42.3%
Q1 2022$6,347,000
+0.2%
56,533
+0.1%
0.21%
+14.3%
Q4 2021$6,334,000
+9.6%
56,486
+1.0%
0.18%
-1.1%
Q3 2021$5,779,000
-3.2%
55,916
-1.9%
0.18%
-5.2%
Q2 2021$5,971,000
+3.1%
56,996
-0.6%
0.19%
-5.4%
Q1 2021$5,792,000
+349.7%
57,320
+307.3%
0.20%
+197.1%
Q4 2020$1,288,000
+0.7%
14,072
-11.2%
0.07%
+1.5%
Q3 2020$1,279,000
+0.6%
15,841
-1.8%
0.07%
-20.0%
Q2 2020$1,271,000
+8.1%
16,130
-2.9%
0.08%
-15.0%
Q1 2020$1,176,000
-1.9%
16,610
+29.9%
0.10%
-2.0%
Q4 2019$1,199,000
-8.1%
12,791
-12.9%
0.10%
-20.3%
Q3 2019$1,304,000
+11.4%
14,692
+9.7%
0.13%0.0%
Q2 2019$1,171,000
-3.7%
13,396
-5.6%
0.13%
-15.8%
Q1 2019$1,216,000
+17.3%
14,189
+6.7%
0.15%
+2.7%
Q4 2018$1,037,000
+15.9%
13,293
+29.4%
0.15%
+38.3%
Q3 2018$895,000
+8.0%
10,274
+3.0%
0.11%
-2.7%
Q2 2018$829,000
+9.1%
9,979
+8.3%
0.11%
+3.8%
Q1 2018$760,000
-7.2%
9,211
-3.6%
0.11%
-4.5%
Q4 2017$819,000
-50.3%
9,558
-53.8%
0.11%
-59.5%
Q3 2017$1,649,000
+103.1%
20,706
+99.4%
0.27%
+86.4%
Q2 2017$812,000
+4.9%
10,384
+4.2%
0.15%
-4.5%
Q1 2017$774,000
+27.9%
9,961
+24.9%
0.15%
+25.2%
Q4 2016$605,000
-23.8%
7,976
-27.5%
0.12%
-21.2%
Q3 2016$794,000
-17.5%
11,005
-18.2%
0.16%
-19.2%
Q2 2016$962,000
+30.4%
13,450
+25.7%
0.19%
+12.9%
Q1 2016$738,000
-15.5%
10,696
-18.1%
0.17%
-3.4%
Q4 2015$873,000
+10.6%
13,064
+3.8%
0.18%
-6.8%
Q3 2015$789,000
+51.7%
12,584
+63.2%
0.19%
+47.3%
Q2 2015$520,000
-20.2%
7,709
-19.2%
0.13%
-18.9%
Q1 2015$652,000
-89.8%
9,546
-28.9%
0.16%
+16.9%
Q4 2014$6,361,000
+1345.7%
13,430
+102.4%
0.14%
+103.0%
Q3 2014$440,000
-99.8%
6,634
+96.9%
0.07%
+28.8%
Q2 2014$223,486,000
+195940.4%
3,370
+86.3%
0.05%
+52.9%
Q1 2014$114,0001,8090.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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