GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,040,044
+430.0%
29,423
+444.1%
0.13%
+425.0%
Q2 2023$573,579
-3.8%
5,408
-4.3%
0.02%
-14.3%
Q1 2023$596,075
-0.6%
5,653
+2.1%
0.03%
-9.7%
Q4 2022$599,531
+12.7%
5,538
-1.3%
0.03%
+3.3%
Q3 2022$532,000
-9.4%
5,611
-2.8%
0.03%
-6.2%
Q2 2022$587,000
-3.1%
5,772
+6.8%
0.03%
-8.6%
Q1 2022$606,000
-9.7%
5,403
-11.3%
0.04%
-14.6%
Q4 2021$671,000
+19.4%
6,094
+12.1%
0.04%
+5.1%
Q3 2021$562,000
-10.1%
5,436
-10.2%
0.04%
-15.2%
Q2 2021$625,000
+129.8%
6,055
+125.2%
0.05%
+76.9%
Q1 2021$272,000
+11.5%
2,689
+0.7%
0.03%
+4.0%
Q4 2020$244,000
+1.7%
2,671
-10.1%
0.02%
-13.8%
Q3 2020$240,000
-5.9%
2,972
-8.0%
0.03%
-31.0%
Q2 2020$255,000
+2.4%
3,229
+21.2%
0.04%
-23.6%
Q4 2019$249,000
-70.4%
2,664
-71.9%
0.06%
-72.9%
Q3 2019$840,000
+2.7%
9,476
+1.6%
0.20%
-1.5%
Q2 2019$818,0009,3300.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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