Mosaic Family Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$789,000
+8.7%
7,042
+0.3%
0.20%
+2.0%
Q3 2021$726,000
-5.1%
7,023
-3.8%
0.20%
-9.0%
Q2 2021$765,000
+3.9%
7,297
+0.2%
0.22%
+3.8%
Q1 2021$736,000
+40.5%
7,285
+27.3%
0.21%
+21.7%
Q4 2020$524,000
+13.2%
5,723
+0.0%
0.18%
+0.6%
Q3 2020$463,000
+2.7%
5,7220.0%0.17%
-7.0%
Q2 2020$451,000
-2.8%
5,722
-12.7%
0.19%
-20.4%
Q1 2020$464,000
-13.4%
6,556
+14.6%
0.24%
+8.8%
Q4 2019$536,000
+5.5%
5,7220.0%0.22%
+2.9%
Q3 2019$508,000
+1.6%
5,7220.0%0.21%
+0.5%
Q2 2019$500,000
+2.0%
5,7220.0%0.21%
+6.1%
Q1 2019$490,000
+7.9%
5,722
-1.6%
0.20%
+4.8%
Q4 2018$454,000
-9.6%
5,816
-2.0%
0.19%
-8.3%
Q3 2018$502,000
+3.9%
5,934
+2.0%
0.20%
+12.0%
Q2 2018$483,000
+0.6%
5,8160.0%0.18%
+3.4%
Q1 2018$480,000
+10.6%
5,816
+14.8%
0.18%
+12.0%
Q4 2017$434,000
+161.4%
5,066
+147.0%
0.16%
+146.9%
Q3 2017$166,000
+514.8%
2,051
+484.3%
0.06%
+481.8%
Q2 2017$27,0000.0%3510.0%0.01%
-8.3%
Q1 2017$27,0000.0%3510.0%0.01%0.0%
Q4 2016$27,000
+8.0%
3510.0%0.01%0.0%
Q3 2016$25,000
-3.8%
351
-0.3%
0.01%
-7.7%
Q2 2016$26,000
+18.2%
352
+8.0%
0.01%
+18.2%
Q1 2016$22,000
+10.0%
326
+8.3%
0.01%
+22.2%
Q4 2015$20,0003010.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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