BELLEVUE ASSET 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$190,068
-7.3%
1,839
-4.9%
0.13%
-0.8%
Q2 2023$205,117
+0.6%
1,933
+0.1%
0.13%
-6.5%
Q1 2023$203,919
-1.8%
1,9320.0%0.14%
-14.3%
Q4 2022$207,732
+5.4%
1,932
-4.9%
0.16%
+5.2%
Q3 2022$197,000
-4.8%
2,031
+0.0%
0.15%
+2.0%
Q2 2022$207,000
-10.0%
2,030
+0.0%
0.15%
+6.4%
Q1 2022$230,000
-15.4%
2,029
-16.4%
0.14%
-11.9%
Q4 2021$272,000
+9.7%
2,428
+1.9%
0.16%
+5.3%
Q3 2021$248,000
-0.8%
2,383
+0.0%
0.15%
-0.7%
Q2 2021$250,000
+20.2%
2,382
+16.1%
0.15%
+18.6%
Q1 2021$208,000
+7.8%
2,0510.0%0.13%
+9.3%
Q4 2020$193,000
-1.5%
2,051
-15.4%
0.12%
-13.9%
Q3 2020$196,000
+2.6%
2,4250.0%0.14%
-30.1%
Q2 2020$191,000
+1.1%
2,4250.0%0.20%0.0%
Q1 2020$189,000
-16.7%
2,4250.0%0.20%
+12.0%
Q4 2019$227,0002,4250.18%
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