Glassman Wealth Services - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,893
+202.9%
28
+211.1%
0.00%
Q2 2023$955
+0.5%
90.0%0.00%
Q1 2023$950
-2.5%
90.0%0.00%
Q4 2022$974
-51.3%
9
-65.4%
0.00%
Q3 2022$2,000
-89.5%
26
-86.0%
0.00%
-100.0%
Q2 2022$19,000
+533.3%
186
+615.4%
0.00%
+300.0%
Q1 2022$3,000
+200.0%
26
+188.9%
0.00%
Q4 2021$1,000
-66.7%
9
-65.4%
0.00%
-100.0%
Q3 2021$3,000
+50.0%
26
+13.0%
0.00%
Q2 2021$2,000
-66.7%
23
-62.9%
0.00%
-100.0%
Q1 2021$6,000
-50.0%
62
-50.0%
0.00%0.0%
Q4 2020$12,000
+140.0%
124
+100.0%
0.00%0.0%
Q3 2020$5,0000.0%620.0%0.00%
-50.0%
Q2 2020$5,000
-91.5%
62
-92.6%
0.00%
-91.3%
Q1 2020$59,000
-14.5%
833
+13.6%
0.02%
-11.5%
Q4 2019$69,000
+6.2%
7330.0%0.03%0.0%
Q3 2019$65,000
+1.6%
7330.0%0.03%0.0%
Q2 2019$64,000
+1180.0%
733
+1082.3%
0.03%
+1200.0%
Q1 2019$5,000
-89.1%
62
-89.5%
0.00%
-92.0%
Q4 2018$46,000
-9.8%
5910.0%0.02%
+8.7%
Q3 2018$51,000
+4.1%
5910.0%0.02%
-4.2%
Q2 2018$49,000
+11.4%
591
+11.7%
0.02%
-11.1%
Q1 2018$44,000
+1000.0%
529
+1002.1%
0.03%
+1250.0%
Q4 2017$4,0000.0%480.0%0.00%
-33.3%
Q3 2017$4,0000.0%480.0%0.00%0.0%
Q2 2017$4,0000.0%480.0%0.00%0.0%
Q1 2017$4,000
-84.6%
48
-86.1%
0.00%
-83.3%
Q4 2016$26,0003450.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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