PRW Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$299,430
-6.5%
3,0000.0%0.11%
+3.6%
Q2 2023$320,130
-0.1%
3,0000.0%0.11%
-12.0%
Q1 2023$320,520
-1.3%
3,0000.0%0.12%
-10.7%
Q4 2022$324,630
-39.2%
3,000
-41.1%
0.14%
-10.8%
Q2 2021$534,000
-77.6%
5,095
-80.0%
0.16%
-94.2%
Q4 2019$2,386,000
+5.6%
25,4640.0%2.71%
-1.3%
Q3 2019$2,260,000
-0.3%
25,464
-1.8%
2.74%
+9.2%
Q2 2019$2,266,000
+21.0%
25,935
+18.7%
2.51%
+44.4%
Q1 2019$1,872,000
+4.3%
21,855
-4.9%
1.74%
-22.0%
Q4 2018$1,795,00022,9852.23%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2019
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