YHB Investment Advisors, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$502,858
-2.6%
4,8670.0%0.05%
-4.2%
Q2 2023$516,243
-4.2%
4,867
-4.7%
0.05%
-11.1%
Q1 2023$538,789
-2.5%
5,1070.0%0.05%
-8.5%
Q4 2022$552,628
+4.9%
5,107
-8.1%
0.06%0.0%
Q3 2022$527,000
-4.4%
5,559
+2.7%
0.06%
+1.7%
Q2 2022$551,000
-9.4%
5,4140.0%0.06%
+7.4%
Q1 2022$608,000
-3.8%
5,414
-4.0%
0.05%
+8.0%
Q4 2021$632,000
+8.4%
5,6390.0%0.05%0.0%
Q3 2021$583,000
-1.4%
5,6390.0%0.05%0.0%
Q2 2021$591,000
-14.1%
5,639
-15.1%
0.05%
-16.7%
Q1 2021$688,000
+13.2%
6,6390.0%0.06%
+3.4%
Q4 2020$608,000
+13.2%
6,6390.0%0.06%0.0%
Q3 2020$537,0006,6390.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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