Circle Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,021,983
-3.5%
38,927
-1.0%
0.10%
-81.9%
Q2 2023$4,169,833
+3.6%
39,312
+3.0%
0.55%
-5.2%
Q1 2023$4,025,035
+37.2%
38,152
+40.8%
0.58%
+28.5%
Q4 2022$2,932,885
+187.3%
27,104
+151.9%
0.45%
+169.6%
Q3 2022$1,021,000
-6.7%
10,758
+0.0%
0.17%
-3.4%
Q2 2022$1,094,000
-50.2%
10,753
-45.1%
0.17%
-39.6%
Q1 2022$2,197,000
+121.7%
19,591
+121.5%
0.29%
+123.3%
Q4 2021$991,000
+17.3%
8,844
+8.2%
0.13%
+5.7%
Q3 2021$845,000
-1.3%
8,1740.0%0.12%
-0.8%
Q2 2021$856,000
+3.6%
8,1740.0%0.12%
-6.8%
Q1 2021$826,000
+10.4%
8,174
+0.1%
0.13%
+23.4%
Q4 2020$748,000
+14.2%
8,169
+0.9%
0.11%
-0.9%
Q3 2020$655,000
+42.7%
8,097
+38.9%
0.11%
+35.0%
Q2 2020$459,000
+88.9%
5,830
+53.1%
0.08%
+70.2%
Q1 2020$243,000
-31.7%
3,809
+0.3%
0.05%
-24.2%
Q4 2019$356,0003,7990.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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