LGL PARTNERS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,216,283
-2.6%
11,7720.0%0.21%0.0%
Q2 2023$1,248,656
+0.5%
11,7720.0%0.21%0.0%
Q1 2023$1,241,946
-2.5%
11,7720.0%0.21%
-7.8%
Q4 2022$1,273,848
+14.0%
11,7720.0%0.23%
-0.9%
Q3 2022$1,117,000
-6.7%
11,7720.0%0.23%
+20.1%
Q2 2022$1,197,000
-9.4%
11,7720.0%0.19%
+9.6%
Q1 2022$1,321,000
+0.1%
11,7720.0%0.18%
+12.7%
Q4 2021$1,320,000
+8.5%
11,7720.0%0.16%
-78.8%
Q3 2021$1,217,000
-1.3%
11,7720.0%0.74%
+0.3%
Q2 2021$1,233,000
+3.6%
11,7720.0%0.74%
+8.1%
Q1 2021$1,190,000
+10.5%
11,7720.0%0.68%
+9.5%
Q4 2020$1,077,000
+13.0%
11,7720.0%0.62%
+8.2%
Q3 2020$953,000
+2.8%
11,7720.0%0.58%0.0%
Q2 2020$927,000
+11.3%
11,7720.0%0.58%
+5.1%
Q1 2020$833,000
-25.7%
11,772
-1.6%
0.55%
+48.9%
Q4 2019$1,121,000
+5.6%
11,9640.0%0.37%
-16.6%
Q3 2019$1,062,000
+1.6%
11,9640.0%0.44%
+6.8%
Q2 2019$1,045,000
+2.0%
11,9640.0%0.41%
+6.2%
Q1 2019$1,025,00011,9640.39%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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