IHT Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,773,161
-19.6%
26,840
-17.4%
0.14%
-21.7%
Q2 2023$3,448,016
-0.8%
32,507
-1.3%
0.18%
-9.1%
Q1 2023$3,474,123
+26.1%
32,930
+29.3%
0.20%
+14.5%
Q4 2022$2,755,457
+22.7%
25,464
+7.6%
0.17%
+1.2%
Q3 2022$2,245,000
+87.9%
23,661
+101.4%
0.17%
+62.9%
Q2 2022$1,195,000
+2.3%
11,748
+13.0%
0.10%
+18.0%
Q1 2022$1,168,000
+7.5%
10,401
+7.3%
0.09%
+11.2%
Q4 2021$1,087,000
+27.6%
9,692
+17.5%
0.08%
+15.9%
Q3 2021$852,000
+10.1%
8,248
+11.7%
0.07%
+40.8%
Q2 2021$774,000
+32.3%
7,384
+27.7%
0.05%
+16.7%
Q1 2021$585,000
+13.2%
5,784
+2.3%
0.04%
-2.3%
Q4 2020$517,000
-3.2%
5,654
-14.4%
0.04%
-20.4%
Q3 2020$534,000
+10.6%
6,604
+7.7%
0.05%
-18.2%
Q2 2020$483,000
-23.2%
6,131
-31.1%
0.07%
-27.5%
Q1 2020$629,000
-41.2%
8,894
-22.1%
0.09%
-28.3%
Q4 2019$1,070,000
-8.7%
11,415
-13.5%
0.13%
-20.1%
Q3 2019$1,172,000
+6.4%
13,198
+4.7%
0.16%
-0.6%
Q2 2019$1,101,000
+8.3%
12,604
+6.2%
0.16%
-5.3%
Q1 2019$1,017,000
+39.5%
11,868
+27.0%
0.17%
+20.7%
Q4 2018$729,000
+42.9%
9,347
+59.7%
0.14%
+27.3%
Q3 2018$510,000
+20.9%
5,854
+15.3%
0.11%
+1.9%
Q2 2018$422,000
+6.8%
5,077
+3.7%
0.11%
+1.9%
Q1 2018$395,000
-11.4%
4,896
-4.3%
0.11%
-10.2%
Q4 2017$446,000
+829.2%
5,115
+780.4%
0.12%
+490.0%
Q3 2017$48,000
-84.6%
581
+0.2%
0.02%
-86.8%
Q2 2017$311,000
+740.5%
580
+21.1%
0.15%
+504.0%
Q1 2017$37,000
+2.8%
479
+0.2%
0.02%
-7.4%
Q4 2016$36,0004780.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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