TOBIAS FINANCIAL ADVISORS, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$715,594
-2.6%
6,9260.0%0.19%
-5.1%
Q2 2023$734,641
+0.5%
6,9260.0%0.20%
-7.5%
Q1 2023$730,693
-11.2%
6,926
-9.0%
0.21%
-20.7%
Q4 2022$823,153
+14.0%
7,6070.0%0.27%
+5.9%
Q3 2022$722,000
-6.7%
7,6070.0%0.26%
-1.9%
Q2 2022$774,000
-12.0%
7,607
-3.0%
0.26%
-14.5%
Q1 2022$880,000
-80.1%
7,839
-80.2%
0.30%
-12.6%
Q4 2021$4,428,000
+446.7%
39,493
+403.8%
0.35%
+14.9%
Q3 2021$810,000
+1.6%
7,839
+3.0%
0.30%
-4.1%
Q2 2021$797,000
+5.3%
7,607
+1.6%
0.32%
-1.6%
Q1 2021$757,000
+7.5%
7,488
-2.6%
0.32%
-0.3%
Q4 2020$704,000
+13.2%
7,6900.0%0.32%
-5.6%
Q3 2020$622,000
+2.6%
7,6900.0%0.34%
-4.2%
Q2 2020$606,000
-2.4%
7,690
-12.4%
0.36%
-20.7%
Q1 2020$621,000
-24.5%
8,7800.0%0.45%
-14.6%
Q4 2019$822,0008,7800.53%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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