Asset Planning Services, Ltd. - 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
Asset Planning Services, Ltd. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$764,000
+3.7%
6,819
-4.3%
0.35%
-0.3%
Q3 2021$737,000
-1.7%
7,129
-0.5%
0.35%
-1.7%
Q2 2021$750,000
-31.5%
7,162
-33.9%
0.36%
-28.6%
Q1 2021$1,095,000
+1.7%
10,829
-8.0%
0.50%
-2.5%
Q4 2020$1,077,000
+13.7%
11,767
+0.5%
0.52%
+26.1%
Q3 2020$947,000
-18.6%
11,705
-20.8%
0.41%
-18.5%
Q2 2020$1,164,000
+12.0%
14,779
+0.6%
0.50%
-2.1%
Q1 2020$1,039,000
-47.8%
14,684
-30.7%
0.51%
-37.7%
Q4 2019$1,992,000
-0.8%
21,196
-6.4%
0.82%
-5.3%
Q3 2019$2,009,000
+2.2%
22,645
+0.7%
0.87%
+0.7%
Q2 2019$1,965,000
+2.1%
22,492
+0.1%
0.86%
-4.9%
Q1 2019$1,925,000
+90.4%
22,476
+73.5%
0.91%
+77.7%
Q4 2018$1,011,000
-8.8%
12,957
+0.8%
0.51%
-2.7%
Q3 2018$1,108,000
+3.0%
12,851
-0.8%
0.53%0.0%
Q2 2018$1,076,000
-0.2%
12,951
-0.9%
0.53%
-5.1%
Q1 2018$1,078,000
-9.9%
13,073
-6.5%
0.55%
-10.4%
Q4 2017$1,197,000
+6.1%
13,978
+0.5%
0.62%
-0.8%
Q3 2017$1,128,000
+4.3%
13,913
+0.5%
0.62%
-9.8%
Q2 2017$1,081,000
+0.5%
13,837
-0.2%
0.69%
-4.6%
Q1 2017$1,076,000
+22.7%
13,862
+19.8%
0.72%
+4.5%
Q4 2016$877,000
+13.0%
11,570
+7.5%
0.69%
+7.3%
Q3 2016$776,000
-4.6%
10,760
-5.4%
0.65%
-8.4%
Q2 2016$813,000
+0.9%
11,371
-2.6%
0.70%
-3.6%
Q1 2016$806,000
+4.8%
11,675
+1.4%
0.73%
-1.5%
Q4 2015$769,000
+18.9%
11,515
+11.4%
0.74%
+13.6%
Q3 2015$647,000
+14.9%
10,332
+23.6%
0.65%
+20.3%
Q2 2015$563,0008,3590.54%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders