PDS Planning, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$720,719
-2.4%
6,976
+0.2%
0.09%
-1.1%
Q2 2023$738,757
+0.7%
6,965
+0.2%
0.09%
-6.9%
Q1 2023$733,513
-2.4%
6,953
+0.1%
0.10%
-15.8%
Q4 2022$751,300
+14.2%
6,943
+0.2%
0.12%0.0%
Q3 2022$658,000
-22.4%
6,930
-16.9%
0.12%
-21.6%
Q2 2022$848,000
-9.1%
8,342
+0.3%
0.15%
-6.7%
Q1 2022$933,000
+14.2%
8,313
+14.1%
0.16%
+5.1%
Q4 2021$817,000
+19.1%
7,286
+9.8%
0.16%
-1.3%
Q3 2021$686,000
+11.4%
6,634
+12.7%
0.16%
+5.3%
Q2 2021$616,000
+7.5%
5,884
+3.8%
0.15%
-9.6%
Q1 2021$573,000
+90.4%
5,670
+72.5%
0.17%
+61.2%
Q4 2020$301,000
-10.7%
3,287
-21.1%
0.10%
-24.8%
Q3 2020$337,000
+22.1%
4,168
+19.2%
0.14%
+9.6%
Q2 2020$276,000
+33.3%
3,498
+19.7%
0.12%
-5.3%
Q1 2020$207,000
-93.2%
2,923
-91.0%
0.13%
-93.1%
Q4 2019$3,041,000
+12.5%
32,446
+6.6%
1.92%
+2.3%
Q3 2019$2,702,000
+5.4%
30,451
+3.8%
1.88%
-1.7%
Q2 2019$2,564,000
+0.7%
29,348
-1.2%
1.91%
-3.6%
Q1 2019$2,545,000
+14.2%
29,715
+4.0%
1.98%
+3.3%
Q4 2018$2,228,000
-6.4%
28,564
+4.5%
1.91%
-6.0%
Q3 2018$2,380,000
+16.8%
27,330
+11.4%
2.04%
+1.4%
Q2 2018$2,037,000
+4.5%
24,530
+3.8%
2.01%
+2.0%
Q1 2018$1,949,000
-7.1%
23,632
-3.5%
1.97%
-7.3%
Q4 2017$2,097,00024,4902.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2018
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