Modera Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,931,354
-6.5%
57,408
-4.1%
0.11%
-2.6%
Q2 2023$6,346,852
+363.5%
59,837
+361.0%
0.12%
+117.0%
Q1 2023$1,369,270
-16.8%
12,979
-14.6%
0.05%
-20.9%
Q4 2022$1,644,778
+27.0%
15,200
+11.4%
0.07%
+1.5%
Q3 2022$1,295,000
-25.1%
13,646
-19.8%
0.07%
-19.5%
Q2 2022$1,730,000
-27.2%
17,010
-19.6%
0.08%
-21.9%
Q1 2022$2,375,000
-5.8%
21,162
-5.9%
0.10%
+9.4%
Q4 2021$2,521,000
+288.4%
22,489
+258.3%
0.10%
+190.9%
Q3 2021$649,000
-1.2%
6,276
+0.1%
0.03%
-5.7%
Q2 2021$657,000
+3.8%
6,269
+0.1%
0.04%
-14.6%
Q1 2021$633,000
-4.8%
6,265
-13.9%
0.04%
-22.6%
Q4 2020$665,000
+6.4%
7,274
-5.8%
0.05%
-43.0%
Q3 2020$625,000
+7.4%
7,721
+4.5%
0.09%0.0%
Q2 2020$582,000
+10.0%
7,388
-1.3%
0.09%
-16.2%
Q1 2020$529,000
-23.8%
7,483
+1.0%
0.11%
+2.8%
Q4 2019$694,000
+4.7%
7,409
-0.9%
0.11%
-1.8%
Q3 2019$663,000
-0.3%
7,475
-1.8%
0.11%
-9.1%
Q2 2019$665,000
+2.2%
7,613
+0.1%
0.12%
-0.8%
Q1 2019$651,000
+10.0%
7,605
+0.1%
0.12%
+4.3%
Q4 2018$592,000
-10.3%
7,596
+0.3%
0.12%
-12.7%
Q3 2018$660,000
+1.1%
7,574
-3.7%
0.13%
-2.9%
Q2 2018$653,000
+0.9%
7,861
+0.2%
0.14%
+3.0%
Q1 2018$647,000
-13.8%
7,849
-10.5%
0.13%
-17.3%
Q4 2017$751,000
-0.8%
8,771
-6.1%
0.16%
-5.3%
Q3 2017$757,000
-21.0%
9,340
-23.8%
0.17%
-26.6%
Q2 2017$958,000
-17.3%
12,253
-17.8%
0.23%
-19.7%
Q1 2017$1,158,000
-14.9%
14,911
-16.9%
0.29%
-36.8%
Q4 2016$1,360,000
-33.7%
17,954
-36.9%
0.46%
-33.3%
Q3 2016$2,052,000
+62.5%
28,450
+61.0%
0.69%
+55.7%
Q2 2016$1,263,000
-36.0%
17,676
-38.1%
0.44%
-35.8%
Q1 2016$1,972,00028,5700.69%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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