MATRIX ASSET ADVISORS INC/NY - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
MATRIX ASSET ADVISORS INC/NY ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,383,237
+19.1%
52,103
+22.2%
0.77%
+23.1%
Q2 2023$4,521,159
+11.1%
42,624
+10.5%
0.62%
+6.0%
Q1 2023$4,067,712
-2.8%
38,557
-0.3%
0.59%
-6.2%
Q4 2022$4,183,825
+37.0%
38,664
+20.1%
0.63%
+25.1%
Q3 2022$3,055,000
-0.5%
32,200
+6.6%
0.50%
+6.1%
Q2 2022$3,071,000
-8.5%
30,201
+1.0%
0.47%
+4.7%
Q1 2022$3,357,000
+1.4%
29,909
+1.3%
0.45%
+4.6%
Q4 2021$3,311,000
+17.2%
29,535
+8.0%
0.43%
+8.3%
Q3 2021$2,825,000
+11.0%
27,336
+12.5%
0.40%
+8.7%
Q2 2021$2,545,000
+19.4%
24,295
+15.2%
0.37%
+15.1%
Q1 2021$2,132,000
+143.1%
21,088
+120.0%
0.32%
+114.9%
Q4 2020$877,000
+137.0%
9,584
+109.8%
0.15%
+105.6%
Q3 2020$370,000
+10.1%
4,569
+7.3%
0.07%
+12.5%
Q2 2020$336,0004,2590.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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