Sugarloaf Wealth Management, LLC - 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
Sugarloaf Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$165,003
+0.8%
1,597
+3.4%
0.04%
+10.5%
Q2 2023$163,745
+6.0%
1,544
+5.5%
0.04%0.0%
Q1 2023$154,432
+0.2%
1,463
+2.7%
0.04%
-2.6%
Q4 2022$154,135
+73.2%
1,424
+53.4%
0.04%
+69.6%
Q3 2022$89,000
-1.1%
928
+4.7%
0.02%0.0%
Q2 2022$90,000
-9.1%
886
+9.4%
0.02%0.0%
Q1 2022$99,000
+8.8%
8100.0%0.02%
+4.5%
Q4 2021$91,000
-6.2%
810
-13.6%
0.02%
-15.4%
Q3 2021$97,000
-3.0%
937
-2.1%
0.03%
-3.7%
Q2 2021$100,000
+3.1%
9570.0%0.03%
-6.9%
Q1 2021$97,000
-8.5%
957
-17.3%
0.03%
-17.1%
Q4 2020$106,000
+12.8%
1,1570.0%0.04%
+2.9%
Q3 2020$94,000
+3.3%
1,1570.0%0.03%
-2.9%
Q2 2020$91,000
+11.0%
1,1570.0%0.04%
-5.4%
Q1 2020$82,000
-24.1%
1,1570.0%0.04%
-19.6%
Q4 2019$108,0001,1570.05%
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