OptiFour Integrated 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
OptiFour Integrated Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2019$332,000
+5.7%
3,5430.0%0.23%
+2.2%
Q3 2019$314,000
-5.7%
3,543
-7.1%
0.22%
-4.3%
Q2 2019$333,000
+20.7%
3,814
+18.2%
0.23%
+3.6%
Q1 2019$276,000
+9.5%
3,2260.0%0.22%
-2.2%
Q4 2018$252,000
-20.0%
3,226
-10.9%
0.23%
-11.2%
Q3 2018$315,000
+4.7%
3,6190.0%0.26%
-0.4%
Q2 2018$301,000
-3.5%
3,619
-4.3%
0.26%
-0.4%
Q1 2018$312,000
-3.7%
3,7830.0%0.26%
-3.7%
Q4 2017$324,0003,7830.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2019
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders