Valmark Advisers, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$12,290,825
+3.9%
118,959
+6.7%
0.26%
+5.8%
Q2 2023$11,830,902
+14.6%
111,539
+14.0%
0.24%
+8.6%
Q1 2023$10,326,576
+8.3%
97,882
+11.1%
0.22%
+0.9%
Q4 2022$9,534,456
+34.5%
88,111
+18.0%
0.22%
+53.8%
Q3 2022$7,087,000
+7.9%
74,698
+15.7%
0.14%
+12.6%
Q2 2022$6,566,000
+1.3%
64,560
+11.8%
0.13%
+11.4%
Q1 2022$6,481,000
+5.0%
57,737
+4.9%
0.11%
+7.5%
Q4 2021$6,171,000
+16.8%
55,045
+7.7%
0.11%
+9.3%
Q3 2021$5,282,000
+8.7%
51,108
+10.2%
0.10%
+9.0%
Q2 2021$4,861,000
+13.5%
46,393
+9.5%
0.09%
+7.2%
Q1 2021$4,283,000
+14.5%
42,364
+3.6%
0.08%
+9.2%
Q4 2020$3,742,000
+21.1%
40,895
+7.2%
0.08%
+8.6%
Q3 2020$3,089,000
+8.3%
38,164
+5.4%
0.07%
+4.5%
Q2 2020$2,852,000
+8.3%
36,202
-2.7%
0.07%
-2.9%
Q1 2020$2,633,000
-34.7%
37,209
-13.6%
0.07%
-21.6%
Q4 2019$4,035,000
-1.5%
43,060
-6.7%
0.09%
-3.3%
Q3 2019$4,097,000
-0.6%
46,176
-2.1%
0.09%
+1.1%
Q2 2019$4,120,000
+3.4%
47,148
+1.3%
0.09%
+1.1%
Q1 2019$3,986,000
+19.2%
46,530
+8.5%
0.09%
+11.2%
Q4 2018$3,343,000
-6.9%
42,867
+4.0%
0.08%
+1.3%
Q3 2018$3,589,000
+13.7%
41,208
+8.5%
0.08%
+12.9%
Q2 2018$3,156,000
-2.0%
37,996
-2.7%
0.07%
-1.4%
Q1 2018$3,221,000
-7.6%
39,051
-4.0%
0.07%
-5.3%
Q4 2017$3,485,000
+71.8%
40,695
+62.6%
0.08%
+59.6%
Q3 2017$2,029,000
+26.3%
25,030
+21.7%
0.05%
+20.5%
Q2 2017$1,607,000
+29.2%
20,564
+28.3%
0.04%
+25.8%
Q1 2017$1,244,000
+27.3%
16,023
+24.3%
0.03%
+24.0%
Q4 2016$977,000
+77.6%
12,890
+69.0%
0.02%
+78.6%
Q3 2016$550,0007,6280.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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