Capital Directions Investment Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2022$10,000
+400.0%
101
+381.0%
0.00%
+200.0%
Q3 2021$2,000
-80.0%
21
-78.6%
0.00%
-66.7%
Q2 2021$10,000
+233.3%
98
+263.0%
0.00%
+200.0%
Q4 2019$3,000
+50.0%
270.0%0.00%0.0%
Q3 2019$2,000
-84.6%
27
-82.2%
0.00%
-75.0%
Q1 2019$13,000
+225.0%
152
+192.3%
0.00%
+100.0%
Q2 2018$4,000
-85.7%
52
-84.8%
0.00%
-77.8%
Q1 2018$28,000
-3.4%
3430.0%0.01%0.0%
Q4 2017$29,000
+52.6%
343
+48.5%
0.01%
+50.0%
Q3 2017$19,000
+5.6%
231
+0.4%
0.01%0.0%
Q2 2017$18,0002300.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders