Principle Wealth Partners 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
Principle Wealth Partners LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$13,161,430
-6.9%
127,385
-4.4%
1.32%
-6.9%
Q2 2023$14,136,786
-3.7%
133,277
-4.2%
1.42%
-9.4%
Q1 2023$14,672,783
-11.4%
139,079
-9.1%
1.57%
-16.4%
Q4 2022$16,558,665
+14.6%
153,023
+0.5%
1.88%
+37.7%
Q3 2022$14,443,000
+3.9%
152,224
+11.4%
1.36%
-18.6%
Q2 2022$13,903,000
-8.6%
136,702
+0.9%
1.67%
+4.6%
Q1 2022$15,206,000
-1.4%
135,469
-1.5%
1.60%
-1.2%
Q4 2021$15,421,000
+7.5%
137,554
-0.9%
1.62%
-2.3%
Q3 2021$14,350,000
-2.5%
138,848
-1.1%
1.66%
-0.8%
Q2 2021$14,713,000
+11.2%
140,427
+7.3%
1.67%
+8.0%
Q1 2021$13,232,000
+20.7%
130,897
+9.3%
1.55%
+7.1%
Q4 2020$10,964,000
+2498.1%
119,813
+2195.7%
1.44%
+1124.6%
Q3 2020$422,000
-37.8%
5,219
-39.4%
0.12%
-40.7%
Q2 2020$679,000
+12.2%
8,614
+0.7%
0.20%
-12.3%
Q1 2020$605,0008,5570.23%
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