Sequoia Financial Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,644,441
-8.3%
15,916
-5.8%
0.03%
-6.5%
Q2 2023$1,792,964
-4.7%
16,904
-5.2%
0.03%
-26.2%
Q1 2023$1,881,285
-13.4%
17,832
-11.2%
0.04%
-20.8%
Q4 2022$2,172,905
+124.7%
20,080
+97.0%
0.05%
+76.7%
Q3 2022$967,000
-13.1%
10,191
-6.9%
0.03%
-3.2%
Q2 2022$1,113,000
-3.6%
10,943
+6.4%
0.03%
+6.9%
Q1 2022$1,154,000
+1.7%
10,288
+1.6%
0.03%
-6.5%
Q4 2021$1,135,000
+107.5%
10,126
+94.1%
0.03%
+55.0%
Q2 2021$547,000
+11.0%
5,218
+7.0%
0.02%
-4.8%
Q1 2021$493,000
+38.5%
4,878
+25.5%
0.02%
+31.2%
Q4 2020$356,000
-15.4%
3,887
-25.2%
0.02%
-27.3%
Q3 2020$421,000
-12.7%
5,198
-15.0%
0.02%
-24.1%
Q2 2020$482,000
+8.6%
6,117
-2.5%
0.03%
-12.1%
Q1 2020$444,000
-26.0%
6,273
-2.0%
0.03%
-13.2%
Q4 2019$600,000
+15.6%
6,402
+9.4%
0.04%0.0%
Q3 2019$519,000
+1.8%
5,851
+0.3%
0.04%0.0%
Q2 2019$510,000
+2.4%
5,831
+0.3%
0.04%
-7.3%
Q1 2019$498,000
+10.2%
5,816
+0.3%
0.04%
-21.2%
Q4 2018$452,000
-12.1%
5,799
-1.7%
0.05%
+2.0%
Q3 2018$514,000
+7.5%
5,900
+2.5%
0.05%0.0%
Q2 2018$478,000
+15.7%
5,756
+14.8%
0.05%
+18.6%
Q1 2018$413,000
-9.2%
5,013
-5.6%
0.04%
-10.4%
Q4 2017$455,000
+17.0%
5,310
+10.7%
0.05%
+4.3%
Q3 2017$389,000
+4.0%
4,795
+0.3%
0.05%0.0%
Q2 2017$374,000
+1.1%
4,779
+0.3%
0.05%
-2.1%
Q1 2017$370,000
+1.9%
4,764
-0.5%
0.05%
-9.6%
Q4 2016$363,000
+6.5%
4,788
+1.2%
0.05%
-18.8%
Q3 2016$341,000
-6.3%
4,731
-7.1%
0.06%
-37.3%
Q2 2016$364,000
+12.7%
5,092
+8.9%
0.10%
-1.9%
Q1 2016$323,000
+58.3%
4,674
+53.3%
0.10%
+26.8%
Q4 2015$204,0000.0%3,049
+0.7%
0.08%
-4.7%
Q2 2015$204,000
-1.4%
3,0280.0%0.09%
-9.5%
Q1 2015$207,0003,0280.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
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