Sound Income Strategies, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$60,236
+92.5%
583
+97.6%
0.01%
+66.7%
Q2 2023$31,291
+0.5%
2950.0%0.00%0.0%
Q1 2023$31,123
-2.5%
2950.0%0.00%
-25.0%
Q4 2022$31,922
+3.0%
295
-9.8%
0.00%
-20.0%
Q3 2022$31,000
+19.2%
327
+25.8%
0.01%
+66.7%
Q2 2022$26,0000.0%260
+11.6%
0.00%0.0%
Q1 2022$26,000
-31.6%
233
-31.1%
0.00%
-25.0%
Q4 2021$38,000
+171.4%
338
+144.9%
0.00%
+100.0%
Q3 2021$14,000
-36.4%
138
-34.6%
0.00%
-33.3%
Q2 2021$22,000
-99.9%
211
-22.4%
0.00%
-40.0%
Q1 2021$27,502,000
+171787.5%
272
+57.2%
0.01%
+25.0%
Q4 2020$16,000
+14.3%
1730.0%0.00%0.0%
Q3 2020$14,0000.0%1730.0%0.00%0.0%
Q2 2020$14,000
-30.0%
173
-39.9%
0.00%
-42.9%
Q1 2020$20,000
-25.9%
2880.0%0.01%
+40.0%
Q4 2019$27,000
+58.8%
288
+53.2%
0.01%0.0%
Q3 2019$17,000
-5.6%
188
-7.4%
0.01%
-16.7%
Q2 2019$18,000
+20.0%
203
+14.0%
0.01%
-14.3%
Q1 2019$15,000
+7.1%
1780.0%0.01%0.0%
Q4 2018$14,000
-17.6%
178
-10.1%
0.01%
-12.5%
Q3 2018$17,000
+13.3%
198
+11.2%
0.01%
-11.1%
Q2 2018$15,000
+200.0%
178
+182.5%
0.01%
+200.0%
Q1 2018$5,0000.0%630.0%0.00%0.0%
Q4 2017$5,000630.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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