Curtis Advisory Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,079,797
-2.6%
10,4510.0%0.36%
+1.1%
Q2 2023$1,108,538
+0.5%
10,4510.0%0.36%
-11.9%
Q1 2023$1,102,581
-2.5%
10,451
-0.0%
0.40%
-10.8%
Q4 2022$1,131,011
+103.4%
10,452
+78.5%
0.45%
+98.2%
Q3 2022$556,000
-16.4%
5,855
-10.4%
0.23%
-13.6%
Q2 2022$665,000
-9.4%
6,5350.0%0.26%
+6.5%
Q1 2022$734,000
+11.9%
6,535
+11.6%
0.25%
+15.3%
Q4 2021$656,000
+8.4%
5,8550.0%0.22%
-2.3%
Q3 2021$605,000
-1.3%
5,8550.0%0.22%
-17.3%
Q2 2021$613,000
+2.5%
5,855
-1.1%
0.27%
+0.4%
Q1 2021$598,000
+1.9%
5,918
-7.7%
0.26%
-7.3%
Q4 2020$587,000
+12.7%
6,410
-0.4%
0.29%
-6.8%
Q3 2020$521,000
-10.3%
6,435
-12.8%
0.31%
-26.4%
Q2 2020$581,000
+3.2%
7,378
-7.2%
0.42%
+12.1%
Q1 2020$563,000
+1.4%
7,952
+34.3%
0.37%
+16.6%
Q4 2019$555,0005,9220.32%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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