Waterfront Wealth Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$237,694
-8.3%
2,367
+0.5%
0.08%
+1.3%
Q2 2023$259,238
-8.4%
2,355
-12.2%
0.08%
-16.3%
Q1 2023$283,057
-3.1%
2,683
+1.3%
0.09%
-8.0%
Q4 2022$292,079
+1.8%
2,649
-2.5%
0.10%
-8.3%
Q3 2022$287,000
-14.6%
2,716
-17.8%
0.11%
-19.9%
Q2 2022$336,000
-6.9%
3,306
+3.7%
0.14%
+6.2%
Q1 2022$361,000
+2.8%
3,189
+1.9%
0.13%
-7.9%
Q4 2021$351,000
+10.0%
3,129
+1.3%
0.14%
-9.7%
Q3 2021$319,000
+7.4%
3,089
+8.9%
0.15%
+10.0%
Q2 2021$297,000
+4.9%
2,837
+1.9%
0.14%
-1.4%
Q1 2021$283,000
+8.0%
2,783
-2.6%
0.14%
-23.7%
Q4 2020$262,0002,8580.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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