NORTHSTAR WEALTH PARTNERS LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
NORTHSTAR WEALTH PARTNERS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2020$2,677,000
+11.0%
33,079
+8.1%
1.25%
+23.9%
Q2 2020$2,411,000
+46.5%
30,609
+31.5%
1.01%
+20.5%
Q1 2020$1,646,000
-25.6%
23,277
-1.4%
0.84%
-7.7%
Q4 2019$2,212,000
+52.6%
23,614
+44.5%
0.91%
+42.5%
Q3 2019$1,450,000
+55.7%
16,340
+53.4%
0.64%
+53.3%
Q2 2019$931,000
+18.9%
10,654
+16.6%
0.42%
+15.6%
Q1 2019$783,000
+15.0%
9,141
+4.6%
0.36%
+0.6%
Q4 2018$681,000
+6.1%
8,736
+18.4%
0.36%
+15.9%
Q3 2018$642,000
+213.2%
7,378
+198.3%
0.31%
+199.0%
Q2 2018$205,000
-57.4%
2,473
-55.2%
0.10%
-75.9%
Q4 2017$481,000
+6.7%
5,5160.0%0.43%
-3.0%
Q3 2017$451,000
-18.6%
5,516
-22.4%
0.44%
-13.0%
Q2 2017$554,000
+2.6%
7,106
+1.7%
0.51%
+0.8%
Q1 2017$540,0006,9840.50%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2019
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