MISSION WEALTH MANAGEMENT, LP - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,992,448
-10.0%
57,999
-7.6%
0.22%
-11.2%
Q2 2023$6,655,443
-1.3%
62,746
-1.8%
0.25%
-11.0%
Q1 2023$6,743,352
-6.4%
63,918
-4.0%
0.28%
-18.0%
Q4 2022$7,201,960
+10.8%
66,555
-2.9%
0.34%0.0%
Q3 2022$6,502,000
-6.2%
68,531
+0.5%
0.34%
-5.5%
Q2 2022$6,932,000
-10.6%
68,162
-1.3%
0.36%
+1.7%
Q1 2022$7,753,000
-9.9%
69,067
-10.1%
0.36%
-7.5%
Q4 2021$8,609,000
+0.2%
76,791
-7.6%
0.39%
-11.4%
Q3 2021$8,589,000
-4.9%
83,106
-3.5%
0.44%
-8.8%
Q2 2021$9,027,000
+3.1%
86,164
-0.5%
0.48%
-5.7%
Q1 2021$8,756,000
-0.3%
86,614
-9.8%
0.51%
-7.6%
Q4 2020$8,783,000
+6.5%
95,973
-5.8%
0.55%
-10.9%
Q3 2020$8,246,000
-39.1%
101,894
-40.8%
0.62%
-47.2%
Q2 2020$13,550,000
+18.4%
171,999
+6.4%
1.17%
-7.4%
Q1 2020$11,442,000
+128.3%
161,720
+202.5%
1.26%
+162.0%
Q4 2019$5,011,000
+10.9%
53,468
+5.0%
0.48%
-0.2%
Q3 2019$4,517,000
+7.4%
50,908
+5.7%
0.48%
+2.3%
Q2 2019$4,207,000
+6.9%
48,146
+4.8%
0.47%
+3.3%
Q1 2019$3,934,000
+8.1%
45,926
-1.6%
0.46%
-3.6%
Q4 2018$3,638,000
+5.3%
46,651
+17.6%
0.47%
+4.2%
Q3 2018$3,456,000
+5.7%
39,686
+0.8%
0.46%
-5.8%
Q2 2018$3,271,000
-8.1%
39,384
-8.7%
0.48%
-15.9%
Q1 2018$3,559,000
-0.7%
43,150
+3.1%
0.57%
-6.5%
Q4 2017$3,583,000
+11.4%
41,847
+5.4%
0.61%
+4.1%
Q3 2017$3,217,000
+9.1%
39,685
+5.1%
0.59%
+5.4%
Q2 2017$2,950,000
+21.2%
37,746
+20.4%
0.56%
+18.4%
Q1 2017$2,434,000
+6.3%
31,345
+3.8%
0.47%
+4.0%
Q4 2016$2,289,000
+208.5%
30,205
+193.7%
0.46%
+154.2%
Q3 2016$742,00010,2850.18%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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