Heartwood Wealth Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$25,716,348
-1.7%
248,900
+0.9%
3.79%
+2.2%
Q2 2023$26,153,362
+3.0%
246,567
+2.4%
3.71%
-2.0%
Q1 2023$25,393,534
+9.2%
240,697
+12.0%
3.78%
+3.9%
Q4 2022$23,264,717
+7.7%
214,996
-5.5%
3.64%
-2.6%
Q3 2022$21,594,000
-4.0%
227,596
+2.9%
3.74%
+1.0%
Q2 2022$22,500,000
-10.0%
221,237
-0.7%
3.70%
-0.6%
Q1 2022$25,013,000
-7.2%
222,833
-7.4%
3.72%
-8.0%
Q4 2021$26,963,000
+8.6%
240,516
+0.2%
4.05%
+4.8%
Q3 2021$24,817,000
-0.7%
240,123
+0.7%
3.86%
+0.5%
Q2 2021$24,986,000
+2.4%
238,484
-1.2%
3.84%
-2.0%
Q1 2021$24,401,000
+10.1%
241,376
-0.3%
3.92%
+9.6%
Q4 2020$22,163,000
+16.0%
242,193
+2.6%
3.58%
-2.1%
Q3 2020$19,104,000
+1.8%
236,062
-25.1%
3.65%
-1.7%
Q2 2020$18,767,000
+36.4%
315,226
+62.1%
3.72%
+12.5%
Q1 2020$13,760,000
+533.5%
194,484
+739.0%
3.30%
+695.7%
Q4 2019$2,172,00023,1810.42%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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