AllSquare Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2019$29,000
+11.5%
3350.0%0.02%
+4.8%
Q4 2018$26,000
-10.3%
3350.0%0.02%
-4.5%
Q3 2018$29,000
-91.2%
335
-91.6%
0.02%
-91.2%
Q2 2018$330,000
+0.6%
3,9770.0%0.25%
-4.2%
Q1 2018$328,000
-12.1%
3,977
-8.6%
0.26%
-11.6%
Q4 2017$373,000
+26.4%
4,352
+19.5%
0.29%
+21.5%
Q3 2017$295,000
-10.6%
3,642
-13.8%
0.24%
-28.0%
Q2 2017$330,000
+0.6%
4,2250.0%0.34%
+16.7%
Q1 2017$328,000
+2.5%
4,2250.0%0.29%
-2.0%
Q4 2016$320,000
+4.9%
4,2250.0%0.29%
+0.3%
Q3 2016$305,000
+1.0%
4,2250.0%0.29%
-2.7%
Q2 2016$302,000
+3.4%
4,2250.0%0.30%
+4.2%
Q1 2016$292,000
+3.5%
4,2250.0%0.29%
+1.8%
Q4 2015$282,000
+6.4%
4,2250.0%0.28%
+4.4%
Q3 2015$265,000
-6.7%
4,2250.0%0.27%
+2.6%
Q2 2015$284,000
-3.4%
4,225
-1.7%
0.26%
-5.7%
Q1 2015$294,000
-0.7%
4,3000.0%0.28%
-2.8%
Q4 2014$296,0004,3000.29%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders