Focused Wealth Management, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 717 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
Focused Wealth Management, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$23,964,602
-1.1%
202,062
+0.9%
3.43%
-8.0%
Q1 2024$24,233,280
+9.5%
200,292
+1.0%
3.72%
+2.3%
Q4 2023$22,126,750
+6.5%
198,215
-1.4%
3.64%
-0.8%
Q3 2023$20,777,895
-2.7%
201,102
-0.1%
3.67%
-4.6%
Q2 2023$21,357,769
+2.0%
201,355
+1.4%
3.84%
-9.3%
Q1 2023$20,945,048
-5.1%
198,531
-2.7%
4.24%
-5.5%
Q4 2022$22,072,749
+14.8%
203,981
+0.7%
4.49%
+11.4%
Q3 2022$19,223,000
-2.4%
202,599
+4.6%
4.03%
+12.4%
Q2 2022$19,696,000
-14.1%
193,673
-5.2%
3.58%
-1.3%
Q1 2022$22,937,000
+1.2%
204,336
+1.1%
3.63%
+3.7%
Q4 2021$22,669,000
+9.4%
202,200
+0.9%
3.50%
+3.6%
Q3 2021$20,714,000
-4.3%
200,429
-3.0%
3.38%
-5.3%
Q2 2021$21,640,000
+5.1%
206,548
+1.4%
3.57%
-2.3%
Q1 2021$20,585,000
+10.7%
203,628
+0.2%
3.66%
+1.0%
Q4 2020$18,603,000
+12.5%
203,285
-0.5%
3.62%
+0.8%
Q3 2020$16,533,000
+0.7%
204,283
-1.9%
3.59%
-5.6%
Q2 2020$16,410,000
+15.4%
208,301
+3.7%
3.80%
-7.1%
Q1 2020$14,214,000
+53.0%
200,902
+102.7%
4.10%
+86.7%
Q4 2019$9,289,000
+38.1%
99,121
+30.8%
2.19%
+18.0%
Q3 2019$6,724,000
-21.6%
75,778
-22.8%
1.86%
-18.9%
Q2 2019$8,575,000
-3.8%
98,137
-5.7%
2.29%
-15.1%
Q1 2019$8,914,000
-3.9%
104,067
-12.5%
2.70%
-14.8%
Q4 2018$9,276,000
+5.0%
118,940
+17.2%
3.17%
+5.3%
Q3 2018$8,835,000
-12.5%
101,443
-16.6%
3.01%
-14.1%
Q2 2018$10,097,000
-23.7%
121,580
-24.2%
3.50%
-17.2%
Q1 2018$13,228,000
-58.0%
160,354
-56.4%
4.23%
-58.1%
Q4 2017$31,470,000
-4.6%
367,510
-9.7%
10.09%
-8.2%
Q3 2017$32,978,000
+40.4%
406,789
+35.4%
11.00%
+25.4%
Q2 2017$23,488,000
+1.8%
300,515
+1.1%
8.77%
-2.9%
Q1 2017$23,079,000
-5.0%
297,220
-7.3%
9.03%
-12.0%
Q4 2016$24,303,000
+7.7%
320,742
+2.6%
10.26%
+3.5%
Q3 2016$22,563,000
+1.7%
312,761
+0.7%
9.92%
-2.7%
Q2 2016$22,186,000
+19.6%
310,462
+15.5%
10.19%
+0.5%
Q1 2016$18,555,000
+7.6%
268,758
+4.1%
10.14%
+2.3%
Q4 2015$17,237,000
+7.7%
258,226
+1.1%
9.91%
-2.4%
Q3 2015$15,998,000
+35.5%
255,362
+45.6%
10.16%
+39.0%
Q2 2015$11,811,000
+3.8%
175,440
+5.4%
7.31%
+4.6%
Q1 2015$11,374,000
+7.1%
166,523
+7.8%
6.99%
-7.1%
Q4 2014$10,624,000
+10.8%
154,532
+7.0%
7.52%
+2.3%
Q3 2014$9,590,000
+1.2%
144,399
+1.0%
7.36%
-0.8%
Q2 2014$9,480,000
+6.1%
142,960
+1.0%
7.41%
-0.7%
Q1 2014$8,932,000
+5.8%
141,512
+4.5%
7.47%
+5.7%
Q4 2013$8,439,000
+15.1%
135,414
+6.1%
7.06%
+1.1%
Q3 2013$7,335,000127,5906.99%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2018
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 15,133,322$1,610,342,44437.26%
HARVEST VOLATILITY MANAGEMENT LLC 8,738$1,036,32724.83%
CONSULTIVA WEALTH MANAGEMENT, CORP. 17,468$2,071,70418.87%
Operose Advisors LLC 438,803$52,042,06718.43%
Ariston Services Group 144,073$17,087,05816.46%
Benchmark Wealth Management, LLC 242,905$28,808,57515.35%
MARINO, STRAM & ASSOCIATES LLC 529,423$62,789,54215.34%
ACT WEALTH MANAGEMENT, LLC 236,726$28,075,64613.81%
CVS HEALTH Corp 252,032$29,890,99513.78%
Piedmont Capital Management, LLC 166,031$19,911,53713.51%
View complete list of VANGUARD WHITEHALL FDS shareholders