1776 Wealth LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
1776 Wealth LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$262,536
-2.6%
2,5410.0%0.14%
-2.1%
Q2 2023$269,524
+0.5%
2,5410.0%0.14%
-11.8%
Q1 2023$268,075
+97381.8%
2,5410.0%0.16%
-18.3%
Q4 2022$275
-99.9%
2,541
-1.1%
0.20%
+6.5%
Q3 2022$244,000
-6.5%
2,5680.0%0.18%
+1.1%
Q2 2022$261,000
-9.4%
2,5680.0%0.18%
+10.2%
Q1 2022$288,0000.0%2,5680.0%0.17%
+7.1%
Q4 2021$288,000
+8.7%
2,5680.0%0.16%
+2.6%
Q3 2021$265,000
-1.5%
2,5680.0%0.15%
-0.7%
Q2 2021$269,000
+3.5%
2,5680.0%0.15%
-7.3%
Q1 2021$260,000
+10.6%
2,5680.0%0.16%
+11.6%
Q4 2020$235,000
+3.1%
2,568
-8.9%
0.15%
-10.9%
Q3 2020$228,000
-41.7%
2,818
-43.3%
0.16%
-38.4%
Q2 2020$391,000
-57.5%
4,969
-55.0%
0.27%
-31.1%
Q1 2020$919,000
+61.8%
11,038
+81.9%
0.39%
-19.5%
Q4 2019$568,0006,0690.48%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
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