HOWARD WEALTH MANAGEMENT, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$10,133,170
-1.2%
98,076
+1.4%
9.34%
+5.0%
Q2 2023$10,255,728
-1.3%
96,688
-1.8%
8.89%
+2.7%
Q1 2023$10,390,314
-2.7%
98,486
-0.2%
8.66%
-1.1%
Q4 2022$10,675,332
+17.2%
98,654
+2.8%
8.76%
+35.8%
Q3 2022$9,108,000
+12.3%
95,999
+20.3%
6.45%
-25.0%
Q2 2022$8,113,000
-24.3%
79,774
-16.4%
8.60%
+47.3%
Q1 2022$10,712,000
+4.2%
95,431
+4.1%
5.84%
+7.6%
Q4 2021$10,279,000
+13.4%
91,689
+4.5%
5.42%
+7.0%
Q3 2021$9,063,000
-2.3%
87,700
-0.9%
5.07%
-0.7%
Q2 2021$9,272,000
+4.7%
88,505
+1.0%
5.10%
-1.4%
Q1 2021$8,855,000
+11.0%
87,601
+0.5%
5.18%
+4.0%
Q4 2020$7,979,000
+14.4%
87,197
+1.2%
4.97%
+0.0%
Q3 2020$6,975,000
-2.9%
86,189
-5.5%
4.97%
-15.2%
Q2 2020$7,184,000
+16.4%
91,196
+4.5%
5.87%
-9.6%
Q1 2020$6,174,000
-23.5%
87,274
+1.4%
6.49%
-3.7%
Q4 2019$8,066,00086,0786.74%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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