ShoreHaven Wealth Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$289,858
-5.8%
2,444
-3.9%
0.15%
-10.1%
Q1 2024$307,557
+5.8%
2,542
-2.4%
0.17%
-4.5%
Q4 2023$290,685
-4.0%
2,604
-11.1%
0.18%
-14.9%
Q3 2023$302,728
-2.9%
2,930
-0.3%
0.21%
-0.5%
Q2 2023$311,7402,9390.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2024
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Piedmont Capital Management, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders