Lloyd Advisory Services, 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
Lloyd Advisory Services, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$19,000
-20.8%
168
-20.8%
0.01%
-18.2%
Q4 2021$24,000
+9.1%
212
+0.5%
0.01%0.0%
Q3 2021$22,0000.0%211
+0.5%
0.01%0.0%
Q2 2021$22,000
-8.3%
210
-12.1%
0.01%
-15.4%
Q1 2021$24,000
-17.2%
239
-25.1%
0.01%
-18.8%
Q4 2020$29,000
-27.5%
319
-35.6%
0.02%
-33.3%
Q3 2020$40,000
+2.6%
495
+0.6%
0.02%
-4.0%
Q2 2020$39,000
+5.4%
492
-4.7%
0.02%
-7.4%
Q1 2020$37,000
-98.3%
516
-97.8%
0.03%
-98.7%
Q4 2019$2,203,00023,5042.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders