Regal Investment Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,978,281
-8.6%
19,147
-6.2%
0.17%
-8.2%
Q2 2023$2,165,559
-77.9%
20,416
-78.1%
0.18%
-79.0%
Q1 2023$9,812,880
-2.1%
93,013
+0.4%
0.87%
-10.7%
Q4 2022$10,023,279
+12.6%
92,628
-1.2%
0.97%
+3.4%
Q3 2022$8,898,000
-23.8%
93,779
-18.3%
0.94%
-22.8%
Q2 2022$11,681,000
-7.7%
114,854
+1.9%
1.22%
+4.7%
Q1 2022$12,652,000
+63.7%
112,715
+63.5%
1.16%
+69.5%
Q4 2021$7,731,000
+48.2%
68,958
+36.7%
0.68%
+35.4%
Q3 2021$5,215,000
+25.5%
50,459
+27.2%
0.51%
+21.3%
Q2 2021$4,156,000
+13.8%
39,671
-0.6%
0.42%
+1.0%
Q4 2020$3,652,000
+73.7%
39,912
+49.6%
0.41%
+7.3%
Q2 2020$2,102,000
+5.9%
26,686
+26.0%
0.38%
+7.8%
Q4 2019$1,985,000
-3.5%
21,177
-8.6%
0.36%
-11.0%
Q3 2019$2,056,000
-7.4%
23,174
-8.8%
0.40%
-7.4%
Q2 2019$2,220,000
+114.5%
25,411
+110.4%
0.43%
+106.2%
Q1 2019$1,035,000
+32.9%
12,078
+21.0%
0.21%
+22.8%
Q4 2018$779,000
+152.1%
9,983
+181.8%
0.17%
+163.1%
Q3 2018$309,000
-41.0%
3,543
-43.9%
0.06%
-59.1%
Q2 2018$524,000
-27.2%
6,315
-27.7%
0.16%0.0%
Q1 2018$720,000
-67.3%
8,733
-66.0%
0.16%
-67.6%
Q4 2017$2,199,000
-6.6%
25,685
-11.5%
0.49%
-10.7%
Q3 2017$2,354,000
+231.1%
29,031
+219.3%
0.55%
+211.9%
Q2 2017$711,000
-3.7%
9,091
-4.4%
0.18%
-8.8%
Q1 2017$738,000
+5.3%
9,511
+2.8%
0.19%
-0.5%
Q4 2016$701,000
+8.7%
9,250
+3.4%
0.19%
+6.0%
Q3 2016$645,000
-64.7%
8,947
-65.0%
0.18%
-63.5%
Q2 2016$1,826,000
-31.1%
25,551
-33.4%
0.50%
-30.1%
Q1 2016$2,650,000
+453.2%
38,385
+434.6%
0.72%
+479.0%
Q4 2015$479,000
+7.9%
7,180
+1.1%
0.12%
+7.8%
Q3 2015$444,000
-17.5%
7,099
-11.2%
0.12%
-20.7%
Q2 2015$538,000
-73.8%
7,997
-73.4%
0.14%
-71.4%
Q1 2015$2,051,000
-63.6%
30,028
-63.4%
0.51%
-66.4%
Q4 2014$5,636,000
+5.7%
81,984
+2.1%
1.51%
-6.3%
Q3 2014$5,334,000
+55.9%
80,314
+55.6%
1.61%
+32.2%
Q2 2014$3,422,000
+2361.9%
51,600
+2250.8%
1.22%
+1966.1%
Q1 2014$139,000
+12.1%
2,195
+10.0%
0.06%
-16.9%
Q4 2013$124,000
-36.1%
1,996
-40.9%
0.07%
-37.2%
Q3 2013$194,000
-73.1%
3,380
-73.6%
0.11%
-71.6%
Q2 2013$721,00012,7830.40%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2018
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