SUMMIT WEALTH & RETIREMENT PLANNING, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$422,166
-4.5%
4,086
-2.0%
0.17%
-2.3%
Q2 2023$442,206
+2.6%
4,169
+2.0%
0.17%
+8.1%
Q1 2023$431,073
-2.5%
4,0860.0%0.16%
-10.6%
Q4 2022$442,146
+68.1%
4,086
+57.9%
0.18%
+78.2%
Q2 2022$263,000
-9.3%
2,5870.0%0.10%
-1.0%
Q1 2022$290,000
+32.4%
2,587
+10.7%
0.10%
+4.1%
Q4 2019$219,000
+5.8%
2,3360.0%0.10%
-21.6%
Q3 2019$207,000
+1.5%
2,3360.0%0.12%
+5.0%
Q2 2019$204,000
-38.6%
2,336
-39.7%
0.12%
-39.6%
Q1 2019$332,000
+9.9%
3,8710.0%0.20%
-14.0%
Q4 2018$302,0003,8710.23%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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