Institute for Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$289,400
-31.6%
2,801
-29.8%
0.05%
-26.8%
Q2 2023$423,008
-0.3%
3,988
-0.9%
0.07%
-12.3%
Q1 2023$424,427
-2.5%
4,023
-0.0%
0.08%
-12.0%
Q4 2022$435,439
+14.9%
4,024
+0.7%
0.09%
+8.2%
Q3 2022$379,000
-6.0%
3,997
+0.9%
0.08%
+7.6%
Q2 2022$403,000
-7.4%
3,962
+2.2%
0.08%
+12.9%
Q1 2022$435,000
+12.1%
3,875
+11.9%
0.07%
+11.1%
Q4 2021$388,000
+8.1%
3,462
-0.4%
0.06%0.0%
Q3 2021$359,000
+14.7%
3,477
+16.2%
0.06%
+14.5%
Q2 2021$313,000
+12.6%
2,992
-15.2%
0.06%
-19.1%
Q2 2020$278,000
+6.1%
3,530
-4.6%
0.07%
-16.0%
Q1 2020$262,000
+31.0%
3,699
+73.2%
0.08%
+80.0%
Q4 2019$200,000
-54.2%
2,136
-58.2%
0.04%
-55.4%
Q4 2017$437,000
-54.1%
5,111
-56.6%
0.10%
-67.4%
Q3 2017$952,000
-2.7%
11,768
-6.2%
0.31%
+15.2%
Q2 2017$978,00012,5430.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
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