WealthPlan Investment Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$2,440
-92.5%
23
-92.6%
0.00%
-83.3%
Q1 2023$32,599
-88.1%
309
-87.5%
0.01%
-68.4%
Q4 2022$274,725
+10.3%
2,473
+9.3%
0.02%
+5.6%
Q3 2022$249,000
-23.1%
2,262
-24.8%
0.02%
-18.2%
Q1 2022$324,0003,0070.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders