Security National Bank - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Security National Bank ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$241,729
-2.1%
2,3270.0%0.07%
+7.9%
Q2 2023$246,825
+0.5%
2,3270.0%0.06%
-3.1%
Q1 2023$245,499
-2.5%
2,3270.0%0.06%
-4.4%
Q4 2022$251,805
+13.9%
2,3270.0%0.07%
+9.7%
Q3 2022$221,000
-6.8%
2,3270.0%0.06%
-6.1%
Q2 2022$237,000
-9.2%
2,3270.0%0.07%
+10.0%
Q1 2022$261,0000.0%2,3270.0%0.06%
+1.7%
Q4 2021$261,000
+8.8%
2,3270.0%0.06%
-1.7%
Q3 2021$240,000
-1.6%
2,3270.0%0.06%
-6.2%
Q2 2021$244,000
+3.8%
2,3270.0%0.06%
-7.2%
Q1 2021$235,000
+10.3%
2,3270.0%0.07%
+1.5%
Q4 2020$213,000
-26.6%
2,327
-35.0%
0.07%
-32.7%
Q3 2020$290,000
+2.8%
3,5790.0%0.10%
-12.9%
Q2 2020$282,000
+11.5%
3,5790.0%0.12%
-12.8%
Q1 2020$253,000
-24.5%
3,5790.0%0.13%
-10.7%
Q4 2019$335,000
+5.3%
3,5790.0%0.15%
-0.7%
Q3 2019$318,000
+1.6%
3,5790.0%0.15%
-3.2%
Q2 2019$313,000
+2.0%
3,5790.0%0.16%
-2.5%
Q1 2019$307,000
-67.1%
3,579
-70.1%
0.16%
-72.7%
Q4 2018$933,000–11,965–0.58%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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