GeoWealth 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
GeoWealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$552
+17.4%
5,343
+20.6%
0.06%
+23.5%
Q2 2023$470
-20.1%
4,430
-20.5%
0.05%
-26.1%
Q1 2023$588
-13.3%
5,574
-11.0%
0.07%
-4.2%
Q4 2022$678
-99.9%
6,264
-2.8%
0.07%
+7.5%
Q3 2022$612,000
+8.5%
6,447
+16.2%
0.07%
-11.8%
Q2 2022$564,000
-6.3%
5,547
+3.4%
0.08%
+43.4%
Q1 2022$602,000
+8.7%
5,364
+8.6%
0.05%
+17.8%
Q4 2021$554,000
+9.7%
4,939
+1.1%
0.04%
+7.1%
Q3 2021$505,000
+30.2%
4,883
+31.8%
0.04%
-14.3%
Q2 2021$388,000
+6.9%
3,704
+3.1%
0.05%
-14.0%
Q1 2021$363,000
+68.1%
3,593
+51.7%
0.06%
+62.9%
Q4 2020$216,000
-14.6%
2,368
-26.2%
0.04%
-66.7%
Q2 2020$253,0003,2080.10%
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