Transform 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
Transform Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$819,382
-15.0%
7,931
-12.8%
0.09%
-1.1%
Q2 2023$964,546
+9.1%
9,093
+8.5%
0.09%
+4.8%
Q1 2023$884,090
-2.5%
8,3800.0%0.08%
-18.6%
Q4 2022$906,800
+14.9%
8,380
+0.7%
0.10%
-1.0%
Q3 2022$789,000
-2.5%
8,320
+4.7%
0.10%
-14.2%
Q2 2022$809,000
-9.3%
7,9500.0%0.12%
+20.0%
Q1 2022$892,000
+0.1%
7,9500.0%0.10%
+7.5%
Q4 2021$891,000
+8.4%
7,9500.0%0.09%
-1.1%
Q3 2021$822,000
-4.0%
7,950
-2.7%
0.09%
-10.5%
Q2 2021$856,000
+49.4%
8,167
+44.1%
0.10%
-8.7%
Q1 2021$573,000
+1.8%
5,667
-7.9%
0.12%
-2.5%
Q4 2020$563,000
-21.7%
6,155
-30.7%
0.12%
+1.7%
Q3 2020$719,000
+2.7%
8,885
+0.0%
0.12%
-3.3%
Q2 2020$700,000
+11.5%
8,8830.0%0.12%
-10.4%
Q1 2020$628,000
-25.1%
8,883
-0.7%
0.13%
+0.8%
Q4 2019$838,000
+5.7%
8,9420.0%0.13%
-5.7%
Q3 2019$793,000
-8.2%
8,942
-9.5%
0.14%
+11.0%
Q2 2019$864,000
+24.9%
9,878
+22.3%
0.13%
-1.6%
Q1 2019$692,000
+9.8%
8,0800.0%0.13%
-0.8%
Q4 2018$630,000
-10.5%
8,0800.0%0.13%
+6.6%
Q3 2018$704,000
+4.9%
8,0800.0%0.12%
+0.8%
Q2 2018$671,000
+0.6%
8,0800.0%0.12%
-4.7%
Q1 2018$667,000
-3.6%
8,0800.0%0.13%
-0.8%
Q4 2017$692,000
+3.6%
8,080
-2.0%
0.13%
-45.1%
Q3 2017$668,000
-28.2%
8,242
-31.2%
0.23%
-33.0%
Q1 2017$930,000
+37.0%
11,980
+33.7%
0.35%
+29.4%
Q4 2016$679,000
-7.4%
8,960
-11.8%
0.27%
-14.6%
Q3 2016$733,000
+1.0%
10,1600.0%0.32%
+3.3%
Q2 2016$726,00010,1600.30%
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