Tower View Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$393
+0.5%
3,802
+3.2%
0.28%
+4.2%
Q2 2023$391
-25.5%
3,684
-26.0%
0.26%
-24.9%
Q1 2023$525
-1.9%
4,978
+0.7%
0.35%
-5.1%
Q4 2022$535
-99.9%
4,943
+1.7%
0.37%
+6.0%
Q3 2022$461,000
-3.2%
4,858
+3.8%
0.35%
+0.3%
Q2 2022$476,000
+38.4%
4,680
+52.6%
0.35%
+89.2%
Q1 2022$344,000
+0.6%
3,067
+0.5%
0.18%
+6.3%
Q4 2021$342,000
+6.5%
3,052
-1.6%
0.17%
-2.2%
Q3 2021$321,000
+18.5%
3,103
+19.9%
0.18%
+29.9%
Q2 2021$271,000
+10.6%
2,589
+6.7%
0.14%
+2.2%
Q1 2021$245,000
-6.5%
2,426
-15.4%
0.13%
-10.1%
Q4 2020$262,000
+70.1%
2,867
+50.7%
0.15%
+49.0%
Q3 2020$154,000
+3.4%
1,903
+0.9%
0.10%
-8.3%
Q2 2020$149,000
-82.1%
1,886
-84.0%
0.11%
-85.5%
Q1 2020$832,000
-32.4%
11,766
-10.4%
0.75%
-19.4%
Q4 2019$1,231,000
+6.3%
13,133
+0.7%
0.93%
-2.5%
Q3 2019$1,158,000
-4.3%
13,046
-5.8%
0.96%
-7.4%
Q2 2019$1,210,000
-5.5%
13,842
-7.4%
1.03%
-9.2%
Q1 2019$1,280,000
+9.5%
14,946
-0.3%
1.14%
-6.0%
Q4 2018$1,169,000
-9.7%
14,992
+0.9%
1.21%
+6.8%
Q3 2018$1,294,000
-3.2%
14,861
-7.7%
1.13%
-10.3%
Q2 2018$1,337,000
+1.1%
16,099
+0.4%
1.26%
-4.6%
Q1 2018$1,323,000
-13.5%
16,041
-10.2%
1.32%
-6.2%
Q4 2017$1,530,00017,8701.41%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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