Wellspring Financial Advisors, 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
Wellspring Financial Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$8,534,675
-2.1%
1,843,934
-0.0%
2.50%
+1.2%
Q2 2023$8,716,888
-9.1%
1,843,967
-0.5%
2.47%
-13.4%
Q1 2023$9,594,157
-2.9%
1,852,628
-0.0%
2.85%
-13.4%
Q4 2022$9,883,407
+14.6%
1,853,446
+0.1%
3.29%
+3.2%
Q3 2022$8,627,000
-4.8%
1,850,705
+0.0%
3.19%
+1.0%
Q2 2022$9,060,000
-15.0%
1,850,156
-0.4%
3.16%
+0.4%
Q1 2022$10,664,000
+4.3%
1,857,728
+0.2%
3.14%
+10.3%
Q4 2021$10,226,000
+10.1%
1,853,922
+4.6%
2.85%
+1.8%
Q3 2021$9,290,000
+24.3%
1,771,937
+2385.6%
2.80%
+19.0%
Q2 2021$7,476,000
+244.5%
71,289
+133.4%
2.35%
+124.5%
Q1 2021$2,170,000
-40.5%
30,546
-23.3%
1.05%
-17.8%
Q4 2020$3,649,000
+16.7%
39,806
+3.3%
1.27%
+4.0%
Q3 2020$3,127,000
+1.9%
38,544
-0.9%
1.22%
-3.3%
Q2 2020$3,070,000
+41.5%
38,875
+27.3%
1.27%
+21.0%
Q1 2020$2,170,00030,5461.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
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