Monterey Private Wealth, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$420,617
+0.2%
4,071
+2.9%
0.21%
+3.9%
Q2 2023$419,777
-16.5%
3,958
-16.9%
0.20%
-21.3%
Q1 2023$502,478
+46.1%
4,763
+49.9%
0.26%
+38.7%
Q4 2022$343,810
+6.8%
3,177
-5.0%
0.19%
-3.6%
Q3 2022$322,000
+8.1%
3,343
+14.1%
0.19%
+13.5%
Q2 2022$298,000
-10.2%
2,929
+0.5%
0.17%
+6.2%
Q1 2022$332,000
-0.3%
2,913
-2.0%
0.16%
-3.0%
Q4 2021$333,000
-1.2%
2,972
-7.4%
0.16%
-12.7%
Q3 2021$337,000
-4.0%
3,211
-4.3%
0.19%
-6.0%
Q2 2021$351,000
+0.6%
3,354
-0.9%
0.20%
+4.7%
Q1 2021$349,000
+11.5%
3,386
-0.9%
0.19%
+6.7%
Q4 2020$313,000
-6.3%
3,418
-17.3%
0.18%
-16.3%
Q3 2020$334,000
+3.1%
4,133
+0.5%
0.22%
-6.9%
Q2 2020$324,000
-37.3%
4,111
-43.8%
0.23%
-47.6%
Q1 2020$517,000
-5.8%
7,310
+24.8%
0.44%0.0%
Q4 2019$549,0005,8580.44%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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