Lido Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$25,758,770
-10.7%
249,311
-8.3%
0.20%
-4.9%
Q2 2023$28,835,139
-5.5%
271,850
-6.0%
0.21%
-30.6%
Q1 2023$30,500,478
+24.8%
289,104
+28.0%
0.30%
-0.3%
Q4 2022$24,443,875
+16.3%
225,892
+1.9%
0.30%
+12.9%
Q3 2022$21,025,000
+6.4%
221,607
+14.0%
0.26%
+0.8%
Q2 2022$19,763,000
-10.5%
194,331
-1.2%
0.26%
+6.5%
Q1 2022$22,071,000
+11.9%
196,624
+11.8%
0.25%
+14.4%
Q4 2021$19,724,000
+30.6%
175,939
+20.4%
0.22%
+1.9%
Q3 2021$15,102,000
+6.7%
146,131
+8.2%
0.21%
+7.1%
Q2 2021$14,149,000
+24.6%
135,052
+20.2%
0.20%
+0.5%
Q1 2021$11,358,000
+95.9%
112,351
+77.3%
0.20%
+62.0%
Q4 2020$5,798,000
-4.2%
63,361
-15.3%
0.12%
-21.9%
Q3 2020$6,053,000
+7.8%
74,789
+4.9%
0.16%
-8.8%
Q2 2020$5,617,000
+18.1%
71,298
+6.1%
0.17%
-15.8%
Q1 2020$4,756,000
-15.2%
67,221
+12.3%
0.20%
-9.4%
Q4 2019$5,608,000
+321.3%
59,843
+298.9%
0.22%
+232.8%
Q3 2019$1,331,000
+10.7%
15,001
+9.0%
0.07%
-2.9%
Q2 2019$1,202,000
+0.3%
13,759
-1.7%
0.07%
-11.5%
Q1 2019$1,199,000
+59.0%
13,999
+44.7%
0.08%
+5.4%
Q4 2018$754,000
-12.3%
9,674
-1.3%
0.07%
-11.9%
Q3 2018$860,000
+9.0%
9,801
+3.0%
0.08%
-7.7%
Q2 2018$789,000
+17.9%
9,512
+17.1%
0.09%0.0%
Q1 2018$669,000
+9.0%
8,122
+13.1%
0.09%
+4.6%
Q4 2017$614,000
+3.9%
7,180
+0.1%
0.09%
-7.4%
Q3 2017$591,000
-5.0%
7,172
-9.8%
0.09%
-27.1%
Q2 2017$622,000
+0.6%
7,9520.0%0.13%
-24.6%
Q1 2017$618,000
+2.5%
7,9520.0%0.17%
+14.8%
Q4 2016$603,000
+4.7%
7,952
-0.3%
0.15%
-15.3%
Q3 2016$576,000
+16.6%
7,978
+15.5%
0.18%
+15.8%
Q2 2016$494,000
+3.6%
6,9080.0%0.15%
-5.6%
Q1 2016$477,0006,9080.16%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
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