1776 Wealth 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
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 Q1 2022
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders