LBMC INVESTMENT ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$11,990,958
+2.3%
118,418
+7.2%
1.28%
+10.8%
Q2 2023$11,718,364
+9.6%
110,478
+9.0%
1.15%
+6.7%
Q1 2023$10,689,309
+0.6%
101,320
+3.2%
1.08%
-3.7%
Q4 2022$10,626,464
+17.9%
98,202
+3.4%
1.12%
+8.0%
Q3 2022$9,014,000
-19.5%
95,007
-13.7%
1.04%
-14.6%
Q2 2022$11,200,000
-11.2%
110,125
-2.0%
1.22%
+9.0%
Q1 2022$12,613,000
+24.9%
112,363
+24.7%
1.12%
+27.8%
Q4 2021$10,098,000
+34.3%
90,076
-78.6%
0.87%
+24.2%
Q3 2021$7,519,000
+15.0%
420,068
+573.1%
0.70%
+13.0%
Q2 2021$6,538,000
+44.0%
62,406
+38.9%
0.62%
+30.1%
Q1 2021$4,541,000
+19.8%
44,923
+8.5%
0.48%
+7.2%
Q4 2020$3,789,000
+39.8%
41,410
+23.6%
0.45%
+18.6%
Q3 2020$2,711,000
+9.3%
33,496
+6.3%
0.38%
-3.8%
Q2 2020$2,481,00031,4980.39%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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