Williams Jones Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,978,366
-5.4%
67,541
-2.9%
0.11%
-2.7%
Q2 2023$7,375,913
-0.4%
69,538
-1.0%
0.11%
-5.2%
Q1 2023$7,407,876
-2.7%
70,217
-0.2%
0.12%
-8.7%
Q4 2022$7,609,731
+12.4%
70,324
-1.4%
0.13%
+7.6%
Q3 2022$6,768,000
-7.8%
71,328
-1.1%
0.12%
-0.8%
Q2 2022$7,337,000
-9.4%
72,143
+0.0%
0.12%
+5.3%
Q1 2022$8,098,000
-0.8%
72,139
-1.0%
0.11%
+10.8%
Q4 2021$8,166,000
+6.1%
72,839
-2.2%
0.10%
-5.6%
Q3 2021$7,700,000
+0.5%
74,501
+1.9%
0.11%
+0.9%
Q2 2021$7,658,000
+3.0%
73,092
-0.6%
0.11%
-7.8%
Q1 2021$7,436,000
+11.4%
73,554
+0.8%
0.12%
+6.4%
Q4 2020$6,676,000
+17.3%
72,951
+3.7%
0.11%
+3.8%
Q3 2020$5,692,000
+0.7%
70,335
-2.0%
0.10%
-9.5%
Q2 2020$5,654,000
+6.9%
71,775
-3.9%
0.12%
-15.9%
Q1 2020$5,287,000
-13.9%
74,726
+14.0%
0.14%
+17.9%
Q4 2019$6,140,000
+1.9%
65,522
-3.5%
0.12%
-5.6%
Q3 2019$6,027,00067,9300.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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