Cypress Point Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,110,511
-15.1%
20,427
-12.8%
1.85%
-30.0%
Q2 2023$2,484,895
-17.1%
23,427
-17.6%
2.65%
-37.4%
Q1 2023$2,999,042
-5.4%
28,427
-2.9%
4.23%
-14.9%
Q4 2022$3,168,605
+45.3%
29,282
+27.4%
4.97%
+22.6%
Q3 2022$2,181,000
-6.7%
22,9820.0%4.05%
-1.2%
Q2 2022$2,337,000
-9.4%
22,9820.0%4.10%
+56.5%
Q1 2022$2,580,000
+0.1%
22,9820.0%2.62%
+9.7%
Q4 2021$2,577,000
-45.7%
22,982
-50.0%
2.39%
+40.9%
Q3 2021$4,750,000
+97.3%
45,964
+100.0%
1.70%
-1.0%
Q2 2021$2,408,000
+2.9%
22,982
-0.7%
1.71%
-29.7%
Q1 2021$2,339,000
+167.9%
23,141
+142.5%
2.43%
+83.4%
Q4 2020$873,0009,5411.33%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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