HARBOR INVESTMENT ADVISORY, LLC - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.

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Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,769,045
-3.4%
17,122
-0.9%
0.23%
-9.0%
Q2 2023$1,831,829
+0.7%
17,270
+0.2%
0.26%
-6.2%
Q1 2023$1,818,820
-1.6%
17,240
+1.0%
0.27%
-5.9%
Q4 2022$1,847,469
+14.5%
17,073
+0.4%
0.29%
+8.6%
Q3 2022$1,614,000
+213.4%
17,008
+236.2%
0.27%
+220.5%
Q2 2022$515,000
-4.6%
5,059
+5.1%
0.08%
+15.3%
Q1 2022$540,000
+1.3%
4,815
+1.2%
0.07%
+7.5%
Q4 2021$533,000
+11.7%
4,758
+3.1%
0.07%
+3.1%
Q3 2021$477,000
+1.9%
4,613
+3.2%
0.06%
+3.2%
Q2 2021$468,000
+6.1%
4,468
+2.3%
0.06%
-4.5%
Q1 2021$441,000
+11.1%
4,366
+0.7%
0.07%
+3.1%
Q4 2020$397,000
+22.5%
4,334
+8.4%
0.06%
+3.2%
Q3 2020$324,000
+3.2%
3,999
+0.3%
0.06%
-7.5%
Q2 2020$314,000
+11.3%
3,9860.0%0.07%
-11.8%
Q1 2020$282,000
+944.4%
3,986
+1293.7%
0.08%
+1166.7%
Q4 2019$27,000–286–0.01%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2020
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