Altium Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2022$822,000
-7.3%
8,078
+2.2%
0.06%
+3.5%
Q1 2022$887,000
-0.2%
7,906
-0.3%
0.06%0.0%
Q4 2021$889,000
-2.8%
7,926
-10.5%
0.06%
-12.3%
Q3 2021$915,000
+2.8%
8,853
+4.2%
0.06%0.0%
Q2 2021$890,000
+0.6%
8,498
-3.0%
0.06%
-8.5%
Q1 2021$885,000
+7.4%
8,758
-2.8%
0.07%
-2.7%
Q4 2020$824,000
+3.5%
9,007
-8.4%
0.07%
-12.0%
Q3 2020$796,000
+5.9%
9,831
+3.0%
0.08%
-1.2%
Q2 2020$752,000
+220.0%
9,545
+280.3%
0.08%
+200.0%
Q4 2019$235,000
+5.4%
2,5100.0%0.03%
-6.7%
Q3 2019$223,000
-8.6%
2,510
-10.3%
0.03%
-14.3%
Q2 2019$244,000
-58.4%
2,798
-59.1%
0.04%
-62.8%
Q1 2019$587,000
-9.4%
6,847
-17.6%
0.09%
-24.2%
Q4 2018$648,000
-45.4%
8,307
-39.0%
0.12%
-45.6%
Q3 2018$1,187,000
-36.0%
13,626
-39.0%
0.23%
-53.9%
Q2 2018$1,856,000
-43.7%
22,344
-44.1%
0.50%
-61.8%
Q1 2018$3,294,000
-5.3%
39,939
-1.7%
1.30%
-18.5%
Q4 2017$3,478,00040,6211.59%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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