Royal Fund Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,363,294
-2.3%
71,267
+0.3%
1.00%
+6.4%
Q2 2023$7,533,627
+1.9%
71,025
+1.4%
0.94%
-11.4%
Q1 2023$7,389,878
-8.0%
70,046
-5.7%
1.06%
-17.3%
Q4 2022$8,034,662
+16.9%
74,251
+2.5%
1.28%
+2.3%
Q3 2022$6,871,000
-20.9%
72,426
-15.2%
1.25%
-13.4%
Q2 2022$8,683,000
-12.5%
85,378
-3.4%
1.44%
+0.4%
Q1 2022$9,918,000
+11.3%
88,362
+11.2%
1.44%
+12.5%
Q4 2021$8,910,000
+9.6%
79,482
+1.0%
1.28%
+7.9%
Q3 2021$8,130,000
-3.4%
78,669
-2.0%
1.18%
-15.0%
Q2 2021$8,412,000
+6.7%
80,291
+3.0%
1.39%
-3.4%
Q1 2021$7,881,000
+15.1%
77,967
+4.2%
1.44%
-0.6%
Q4 2020$6,846,000
-19.8%
74,820
-29.1%
1.45%
-33.6%
Q3 2020$8,535,000
+78.7%
105,463
+73.9%
2.18%
+29.6%
Q2 2020$4,776,000
-48.2%
60,635
-53.4%
1.68%
-55.2%
Q1 2020$9,215,000
-21.0%
130,250
+4.7%
3.76%
+26.5%
Q4 2019$11,662,000
+11.3%
124,455
+5.4%
2.97%
+1.6%
Q3 2019$10,477,000
+11.1%
118,085
+9.4%
2.92%
+4.5%
Q2 2019$9,429,000
+21.1%
107,911
+18.7%
2.80%
+12.6%
Q1 2019$7,786,000
+33.2%
90,901
+21.3%
2.48%
+4.8%
Q4 2018$5,844,000
+2.3%
74,945
+14.3%
2.37%
+33.2%
Q3 2018$5,712,000
+8.1%
65,591
+3.0%
1.78%
+1.9%
Q2 2018$5,286,000
+29.1%
63,654
+28.3%
1.74%
+16.7%
Q1 2018$4,093,000
-5.6%
49,623
-2.0%
1.50%
-3.9%
Q4 2017$4,336,000
+4.4%
50,638
-1.2%
1.56%
-6.0%
Q3 2017$4,154,000
+44.2%
51,251
+39.0%
1.66%
+35.4%
Q2 2017$2,881,000
+32.3%
36,864
+31.4%
1.22%
+16.3%
Q1 2017$2,177,000
+172.1%
28,047
+165.5%
1.05%
+136.7%
Q4 2016$800,00010,5630.44%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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