Bogart Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$863,825
-1.8%
8,361
+0.8%
0.05%
-5.4%
Q2 2023$879,657
+1.1%
8,293
+0.5%
0.06%
-3.4%
Q1 2023$870,185
+28.8%
8,248
+32.1%
0.06%
+23.4%
Q4 2022$675,457
+27.7%
6,242
+12.0%
0.05%
+6.8%
Q3 2022$529,0000.0%5,571
+7.0%
0.04%
-4.3%
Q2 2022$529,000
+158.0%
5,206
+185.3%
0.05%
+155.6%
Q1 2022$205,000
+65.3%
1,825
+65.2%
0.02%
+63.6%
Q4 2021$124,000
+785.7%
1,105
+718.5%
0.01%
+1000.0%
Q3 2021$14,000
-46.2%
135
-46.4%
0.00%
-66.7%
Q2 2021$26,000
+271.4%
252
+183.1%
0.00%
+50.0%
Q3 2020$7,0000.0%890.0%0.00%0.0%
Q2 2020$7,000
+16.7%
890.0%0.00%0.0%
Q1 2020$6,000
-25.0%
890.0%0.00%
-33.3%
Q4 2019$8,0000.0%890.0%0.00%
-25.0%
Q3 2019$8,000
+14.3%
890.0%0.00%0.0%
Q2 2019$7,0000.0%890.0%0.00%
+33.3%
Q1 2019$7,000
+75.0%
89
+64.8%
0.00%
+50.0%
Q4 2018$4,000
-20.0%
540.0%0.00%
-33.3%
Q3 2018$5,000
-98.1%
54
-98.4%
0.00%
-98.3%
Q1 2017$262,000
-32.6%
3,372
-34.3%
0.17%
-33.8%
Q4 2016$389,0005,1320.26%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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