LIBERTY 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$210,327
-76.7%
1,983
-77.4%
0.05%
-72.2%
Q1 2023$903,811
+721.6%
8,755
+722.8%
0.19%
+379.5%
Q3 2021$110,000
-1.8%
1,064
-0.7%
0.04%
-11.4%
Q2 2021$112,000
+12.0%
1,071
-2.3%
0.04%
-10.2%
Q1 2021$100,0000.0%1,0960.0%0.05%0.0%
Q4 2020$100,0000.0%1,096
-11.6%
0.05%
-16.9%
Q3 2020$100,000
-8.3%
1,240
-10.7%
0.06%
-23.4%
Q2 2020$109,000
+14.7%
1,388
+3.5%
0.08%
-7.2%
Q1 2020$95,000
-50.3%
1,341
-34.3%
0.08%
-45.0%
Q4 2019$191,000
+6.1%
2,041
+0.6%
0.15%
-11.2%
Q3 2019$180,000
+27.7%
2,029
+25.4%
0.17%
+37.1%
Q2 2019$141,000
+7.6%
1,618
+5.4%
0.12%
+25.3%
Q1 2019$131,000
+19.1%
1,535
+8.8%
0.10%
+20.7%
Q4 2018$110,0001,4110.08%
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