Clearstead Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,559,728
+121.3%
15,096
+127.2%
0.04%
+4.7%
Q2 2023$704,713
+17.9%
6,644
+17.3%
0.04%
-2.3%
Q1 2023$597,776
+7.8%
5,666
+10.6%
0.04%
+2.3%
Q4 2022$554,500
+282.4%
5,124
+234.7%
0.04%
+230.8%
Q3 2022$145,000
+215.2%
1,531
+240.2%
0.01%
+225.0%
Q2 2022$46,000
-9.8%
4500.0%0.00%
+33.3%
Q1 2022$51,000
+131.8%
450
+125.0%
0.00%
+200.0%
Q4 2021$22,000
+4.8%
2000.0%0.00%
-50.0%
Q3 2021$21,0000.0%2000.0%0.00%0.0%
Q2 2021$21,000
-82.5%
200
-83.2%
0.00%
-80.0%
Q1 2021$120,000
+10.1%
1,1900.0%0.01%0.0%
Q4 2020$109,000
+13.5%
1,1900.0%0.01%0.0%
Q3 2020$96,000
+23.1%
1,190
+20.2%
0.01%
+11.1%
Q2 2020$78,000
+11.4%
9900.0%0.01%
-10.0%
Q1 2020$70,0009900.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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