New Capital Management LP - 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
New Capital Management LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2021$135,000
+10.7%
1,338
+0.7%
0.12%
+90.5%
Q4 2020$122,000
+1.7%
1,329
-10.6%
0.06%
-52.3%
Q3 2020$120,000
+3.4%
1,487
+0.9%
0.13%
-15.9%
Q2 2020$116,0001,4740.16%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders