Essex Private Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$259,704
+13.9%
2,4000.0%0.97%
+6.9%
Q3 2022$228,000
-6.6%
2,4000.0%0.91%
-0.2%
Q2 2022$244,000
-9.3%
2,4000.0%0.91%
+25.8%
Q1 2022$269,000
-11.5%
2,400
-11.5%
0.72%
+182.1%
Q4 2021$304,000
+25.6%
2,712
+15.9%
0.26%
+16.8%
Q3 2021$242,000
-87.7%
2,340
-89.1%
0.22%
-88.5%
Q4 2020$1,962,000
-55.6%
21,450
-60.7%
1.92%
-58.1%
Q3 2020$4,420,000
-6.3%
54,624
-8.7%
4.57%
-16.4%
Q2 2020$4,715,000
+8.0%
59,859
-3.0%
5.47%
-4.0%
Q1 2020$4,365,000
-22.2%
61,709
+3.1%
5.70%
+0.3%
Q4 2019$5,611,00059,8795.68%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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