WMS Partners, 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
WMS Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,139,310
-7.6%
11,027
-5.1%
0.09%
-7.2%
Q2 2023$1,232,852
-0.5%
11,623
-1.0%
0.10%
-10.2%
Q1 2023$1,238,465
-3.3%
11,739
-0.8%
0.11%
-15.0%
Q4 2022$1,280,124
+10.9%
11,830
-2.7%
0.13%
-19.1%
Q3 2022$1,154,000
-8.2%
12,160
-1.6%
0.16%
-19.9%
Q2 2022$1,257,000
-9.5%
12,364
-0.1%
0.20%
+3.2%
Q1 2022$1,389,000
+10.2%
12,371
+1.4%
0.19%
+2.7%
Q3 2021$1,261,000
+2.2%
12,198
+3.5%
0.18%
+1.1%
Q2 2021$1,234,000
+4.4%
11,782
+0.8%
0.18%
-32.0%
Q1 2021$1,182,000
+1.7%
11,692
-7.9%
0.27%
+34.5%
Q4 2020$1,162,000
-34.7%
12,700
-42.2%
0.20%
-42.0%
Q3 2020$1,780,000
+82.6%
21,989
+77.6%
0.34%
+70.8%
Q2 2020$975,000
-24.4%
12,381
-32.1%
0.20%
-43.6%
Q1 2020$1,290,000
+12.8%
18,233
+49.4%
0.36%
+39.8%
Q4 2019$1,144,000
+46.5%
12,203
+38.7%
0.26%
+36.2%
Q3 2019$781,0008,7970.19%
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