Lucia Wealth Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2020$37,000
-9.8%
455
-13.3%
0.01%
-18.2%
Q2 2020$41,000
+241.7%
525
+208.8%
0.01%
+175.0%
Q1 2020$12,000
-52.0%
170
-37.0%
0.00%
-50.0%
Q4 2019$25,000
-19.4%
270
-23.3%
0.01%
-20.0%
Q3 2019$31,000
+29.2%
352
+30.4%
0.01%
+25.0%
Q2 2019$24,000
+4.3%
2700.0%0.01%0.0%
Q1 2019$23,000
-4.2%
2700.0%0.01%
+14.3%
Q3 2018$24,000
+9.1%
2700.0%0.01%
-30.0%
Q2 2018$22,0000.0%2700.0%0.01%
+42.9%
Q1 2018$22,0002700.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2018
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