Clear Perspectives Financial Planning, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2023$17,635,416
-22.6%
167,160
-20.6%
9.89%
-18.3%
Q4 2022$22,782,693
+13.3%
210,541
-0.7%
12.10%
+22.7%
Q3 2022$20,115,000
-18.8%
212,003
-12.9%
9.86%
+2.2%
Q2 2022$24,764,000
-16.1%
243,498
-7.4%
9.66%
-13.7%
Q1 2022$29,515,000
+2964.9%
262,940
+2961.7%
11.19%
+2775.8%
Q4 2021$963,000
+52.1%
8,588
+40.2%
0.39%
+35.5%
Q3 2021$633,000
+5.0%
6,127
+6.5%
0.29%
-1.4%
Q2 2021$603,000
+108.7%
5,751
+101.4%
0.29%
+74.3%
Q1 2021$289,000
+10.7%
2,856
+0.1%
0.17%
+1.2%
Q4 2020$261,0002,8530.16%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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