Sterling Financial Planning, Inc. - 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
Sterling Financial Planning, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,565,346
+0.7%
63,544
+3.4%
3.36%
+4.1%
Q2 2023$6,520,337
+15.6%
61,472
+14.9%
3.23%
+5.5%
Q1 2023$5,642,183
+8.0%
53,480
+10.8%
3.06%
-1.7%
Q4 2022$5,223,145
+23.9%
48,269
+8.7%
3.12%
+5.5%
Q3 2022$4,215,000
-0.7%
44,421
+6.4%
2.96%
-1.0%
Q2 2022$4,245,000
-6.2%
41,740
+3.6%
2.98%
+4.7%
Q1 2022$4,525,000
+5.7%
40,309
+5.6%
2.85%
+6.5%
Q4 2021$4,279,000
+12.6%
38,168
+3.8%
2.68%
+10.7%
Q3 2021$3,799,000
+2.6%
36,756
+4.0%
2.42%
+0.6%
Q2 2021$3,701,000
+5.1%
35,330
+1.4%
2.40%
-4.3%
Q1 2021$3,523,000
+27.1%
34,851
+15.0%
2.51%
+12.5%
Q4 2020$2,772,00030,2942.23%
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