Edge Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$71,000
+9.2%
6300.0%0.01%0.0%
Q3 2021$65,000
-1.5%
6300.0%0.01%0.0%
Q2 2021$66,000
+3.1%
6300.0%0.01%
-7.1%
Q1 2021$64,000
+10.3%
6300.0%0.01%
+7.7%
Q4 2020$58,000
+13.7%
6300.0%0.01%
+8.3%
Q3 2020$51,000
+2.0%
6300.0%0.01%
+33.3%
Q2 2020$50,000
-80.9%
630
-82.9%
0.01%
-84.2%
Q1 2020$262,000
+149.5%
3,685
+229.0%
0.06%
+171.4%
Q4 2019$105,000
+144.2%
1,120
+128.6%
0.02%
+110.0%
Q3 2019$43,000
+760.0%
490
+790.9%
0.01%
+900.0%
Q2 2019$5,0000.0%550.0%0.00%0.0%
Q1 2019$5,000
-88.1%
55
-89.8%
0.00%
-91.7%
Q4 2018$42,000
-10.6%
5410.0%0.01%
+9.1%
Q3 2018$47,000
+4.4%
5410.0%0.01%0.0%
Q2 2018$45,000
+12.5%
541
+11.3%
0.01%0.0%
Q1 2018$40,000
-2.4%
4860.0%0.01%
-8.3%
Q4 2017$41,000
+5.1%
4860.0%0.01%0.0%
Q3 2017$39,000
+2.6%
4860.0%0.01%0.0%
Q2 2017$38,0000.0%4860.0%0.01%
-7.7%
Q1 2017$38,000
+2.7%
4860.0%0.01%
-7.1%
Q4 2016$37,000
+5.7%
4860.0%0.01%
-6.7%
Q3 2016$35,0004860.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2016
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