Center for Financial Planning, Inc. - 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
Center for Financial Planning, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$189,179
-2.6%
1,8310.0%0.04%0.0%
Q2 2023$194,215
+45.3%
1,831
+44.5%
0.04%
+32.3%
Q1 2023$133,669
-2.5%
1,2670.0%0.03%
-6.1%
Q4 2022$137,102
-9.8%
1,267
-21.1%
0.03%
-19.5%
Q3 2022$152,000
-6.7%
1,6060.0%0.04%0.0%
Q2 2022$163,000
+19.9%
1,606
+32.4%
0.04%
+46.4%
Q1 2022$136,0000.0%1,2130.0%0.03%0.0%
Q4 2021$136,000
-9.9%
1,213
-17.2%
0.03%
-24.3%
Q3 2021$151,000
-1.3%
1,4650.0%0.04%
-2.6%
Q2 2021$153,000
+3.4%
1,4650.0%0.04%
-2.6%
Q1 2021$148,000
+33.3%
1,465
+20.8%
0.04%
+25.8%
Q4 2020$111,000
+13.3%
1,2130.0%0.03%
-3.1%
Q3 2020$98,000
+2.1%
1,2130.0%0.03%
-5.9%
Q2 2020$96,000
+11.6%
1,2130.0%0.03%
+17.2%
Q1 2020$86,000
-36.3%
1,213
-15.9%
0.03%
-14.7%
Q4 2019$135,0001,4420.03%
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