BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,531,808
-10.6%
14,825
-8.3%
0.18%
-6.2%
Q2 2023$1,714,004
-10.1%
16,159
-10.6%
0.19%
-13.5%
Q1 2023$1,905,980
-13.6%
18,066
-11.4%
0.22%
-19.0%
Q4 2022$2,207,158
-9.4%
20,397
-20.6%
0.27%
-17.2%
Q3 2022$2,437,000
-23.7%
25,688
-18.2%
0.33%
-19.1%
Q2 2022$3,195,000
+1.7%
31,422
+12.2%
0.41%
+13.9%
Q1 2022$3,143,000
+5.1%
28,006
-2.3%
0.36%
+9.8%
Q4 2021$2,991,000
+14.9%
28,675
+12.8%
0.33%
+8.3%
Q3 2021$2,604,000
-8.6%
25,421
-6.5%
0.30%
-9.3%
Q2 2021$2,849,000
+15.2%
27,196
+11.1%
0.33%
-8.5%
Q1 2021$2,474,000
+30.3%
24,481
+18.0%
0.36%
+25.5%
Q4 2020$1,899,000
+34.0%
20,752
+18.5%
0.29%
+22.4%
Q3 2020$1,417,000
+6.1%
17,513
+3.2%
0.24%0.0%
Q2 2020$1,336,000
+60.0%
16,966
-1.3%
0.24%
+37.8%
Q1 2020$835,000
-11.5%
17,184
+70.5%
0.17%0.0%
Q4 2019$944,000
+5.6%
10,0770.0%0.17%
+1.8%
Q3 2019$894,000
-0.8%
10,077
-2.3%
0.17%
-6.1%
Q2 2019$901,000
+2.6%
10,318
+0.6%
0.18%
-1.6%
Q1 2019$878,000
+387.8%
10,257
+342.1%
0.18%
+357.5%
Q4 2018$180,0002,3200.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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