EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$10,623,015
-2.2%
102,817
+0.4%
0.47%
+2.9%
Q2 2023$10,858,400
+0.1%
102,370
-0.4%
0.45%
-7.0%
Q1 2023$10,844,582
-0.7%
102,792
+1.8%
0.49%
-5.3%
Q4 2022$10,921,941
+11.2%
100,933
-2.5%
0.51%
+0.2%
Q3 2022$9,819,000
-6.5%
103,484
+0.2%
0.51%
-6.0%
Q2 2022$10,504,000
-15.7%
103,283
-7.0%
0.55%
+7.7%
Q1 2022$12,463,000
+17.8%
111,025
+17.6%
0.51%
+19.6%
Q4 2021$10,584,000
+10.1%
94,411
+1.5%
0.42%
-2.3%
Q3 2021$9,609,000
+2.2%
92,974
+3.6%
0.43%
-3.6%
Q2 2021$9,402,000
-14.7%
89,742
-17.7%
0.45%
-20.4%
Q1 2021$11,023,000
+10.4%
109,038
-0.1%
0.56%
-3.3%
Q4 2020$9,987,000
-11.1%
109,132
-21.3%
0.58%
-24.7%
Q3 2020$11,229,000
-18.3%
138,755
-20.4%
0.78%
-25.5%
Q2 2020$13,738,000
-18.9%
174,381
-27.1%
1.04%
-34.2%
Q1 2020$16,931,000
+984.6%
239,302
+1336.6%
1.58%
+1116.2%
Q4 2019$1,561,000
+22.2%
16,657
+15.8%
0.13%
+9.2%
Q3 2019$1,277,000
+1.7%
14,388
+0.1%
0.12%
-0.8%
Q2 2019$1,256,000
+2.0%
14,378
+0.1%
0.12%
-3.2%
Q1 2019$1,231,000
-61.0%
14,370
-64.5%
0.12%
-62.4%
Q4 2018$3,153,000
-30.9%
40,426
-22.8%
0.33%
-18.3%
Q3 2018$4,562,000
+1955.0%
52,382
+1856.7%
0.40%
+1823.8%
Q2 2018$222,000
-9.8%
2,677
-10.1%
0.02%
-12.5%
Q1 2018$246,000
-3.5%
2,9770.0%0.02%
-7.7%
Q4 2017$255,0002,9770.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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