CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,872
-65.7%
56,829
-64.9%
0.42%
-1.2%
Q2 2023$17,117
+127.5%
162,043
+127.2%
0.43%
+15.1%
Q1 2023$7,525
+7.5%
71,330
+10.2%
0.37%
-3.9%
Q4 2022$7,002
-99.8%
64,708
+34.3%
0.39%
+40.4%
Q3 2022$4,572,000
+0.9%
48,186
+8.1%
0.28%
+11.8%
Q2 2022$4,533,000
-2.7%
44,567
+7.4%
0.25%
+2.1%
Q1 2022$4,660,000
+23.6%
41,510
+23.4%
0.24%
+29.6%
Q4 2021$3,770,000
+114.1%
33,629
+97.4%
0.19%
+80.6%
Q3 2021$1,761,000
+1.7%
17,040
+3.1%
0.10%
-3.7%
Q2 2021$1,731,000
+177.0%
16,528
+167.1%
0.11%
+127.7%
Q1 2021$625,000
+180.3%
6,187
+96.7%
0.05%
+9.3%
Q1 2020$223,0003,1450.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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