Lehman & Derafelo Financial Resources LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$213,390
+48.2%
1,972
+30.1%
0.06%
+40.0%
Q3 2022$144,000
-6.5%
1,5160.0%0.04%
-6.2%
Q2 2022$154,000
-38.2%
1,516
-31.8%
0.05%
-36.0%
Q4 2021$249,000
+8.3%
2,2220.0%0.08%0.0%
Q3 2021$230,000
+16.8%
2,222
+18.3%
0.08%
+38.9%
Q2 2021$197,000
+3.7%
1,8780.0%0.05%
+1.9%
Q1 2021$190,000
+10.5%
1,8780.0%0.05%
+3.9%
Q4 2020$172,000
+13.2%
1,8780.0%0.05%
+6.2%
Q3 2020$152,000
-18.3%
1,878
-20.3%
0.05%
-26.2%
Q2 2020$186,000
-10.1%
2,356
-19.6%
0.06%
-24.4%
Q1 2020$207,000
-14.1%
2,931
+13.8%
0.09%
-1.1%
Q4 2019$241,000
+5.7%
2,5750.0%0.09%0.0%
Q3 2019$228,0000.0%2,5750.0%0.09%
-6.5%
Q2 2019$228,000
+3.2%
2,5750.0%0.09%
-2.1%
Q1 2019$221,000
-7.9%
2,575
-16.3%
0.10%
-20.2%
Q4 2018$240,0003,0750.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders