Homrich & Berg - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2021$1,661,000
+2.2%
16,070
+3.6%
0.04%
-2.6%
Q2 2021$1,625,000
+81.8%
15,507
+75.3%
0.04%
+65.2%
Q1 2021$894,000
+154.7%
8,848
+130.4%
0.02%
+130.0%
Q4 2020$351,000
+26.7%
3,840
+12.3%
0.01%
+11.1%
Q3 2020$277,000
+3.0%
3,4200.0%0.01%
-18.2%
Q2 2020$269,000
-89.4%
3,420
-90.5%
0.01%
-92.4%
Q1 2020$2,544,000
-26.5%
35,952
-2.7%
0.14%
-10.6%
Q4 2019$3,463,000
+29.1%
36,956
+22.2%
0.16%
+16.7%
Q3 2019$2,683,000
+26.2%
30,241
+24.3%
0.14%
+23.2%
Q2 2019$2,126,000
+37.3%
24,325
+34.6%
0.11%
+38.3%
Q1 2019$1,548,000
+115.6%
18,071
+96.2%
0.08%
+92.9%
Q4 2018$718,000
-16.8%
9,211
-7.1%
0.04%
-19.2%
Q3 2018$863,000
+6.0%
9,911
+1.1%
0.05%
-11.9%
Q2 2018$814,000
+10.4%
9,802
+9.7%
0.06%
+15.7%
Q1 2018$737,000
+4.8%
8,932
+8.8%
0.05%
+6.2%
Q4 2017$703,000
+191.7%
8,211
+176.7%
0.05%
+152.6%
Q3 2017$241,000
+4.3%
2,967
+0.4%
0.02%
-5.0%
Q2 2017$231,000
+10.0%
2,956
+9.4%
0.02%
+11.1%
Q1 2017$210,0002,7030.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders