Stone House Investment Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$22,567
-83.6%
218
-83.2%
0.01%
-84.0%
Q2 2023$137,616
-48.8%
1,297
-49.1%
0.05%
-45.1%
Q1 2023$268,913
-25.7%
2,549
-50.1%
0.09%
-56.9%
Q1 2020$362,000
-23.1%
5,112
-3.7%
0.21%
-10.2%
Q3 2019$471,000
-10.6%
5,310
-12.0%
0.24%
-14.5%
Q2 2019$527,000
+2.5%
6,034
+0.5%
0.28%
+2.6%
Q1 2019$514,000
-13.2%
6,001
-20.9%
0.27%
-28.3%
Q4 2018$592,000
-12.7%
7,590
-2.5%
0.37%
-3.9%
Q3 2018$678,000
-31.0%
7,781
-34.2%
0.39%
-37.8%
Q2 2018$982,000
+188.0%
11,819
+185.8%
0.62%
+181.5%
Q1 2018$341,000
-9.8%
4,135
-6.4%
0.22%
-13.3%
Q4 2017$378,000
+6.2%
4,416
+0.7%
0.26%
+0.8%
Q3 2017$356,000
+4.7%
4,385
+0.7%
0.25%
+4.1%
Q2 2017$340,000
-4.2%
4,354
-4.7%
0.24%
-8.3%
Q1 2017$355,000
+3.2%
4,567
+0.7%
0.27%
-8.0%
Q4 2016$344,0004,5350.29%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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