Avidian Wealth Solutions, LLC - 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,986,572
-1.4%
19,227
+1.3%
0.14%
+6.1%
Q2 2023$2,014,118
-41.1%
18,989
-41.4%
0.13%
-29.8%
Q1 2023$3,418,510
-1.9%
32,403
+0.7%
0.19%
-17.2%
Q4 2022$3,483,312
+19.9%
32,190
+5.1%
0.23%
+8.1%
Q3 2022$2,906,000
-7.9%
30,632
-1.3%
0.21%
-5.8%
Q2 2022$3,155,000
-10.6%
31,027
-1.3%
0.22%
+3.2%
Q1 2022$3,530,000
-1.3%
31,448
-1.4%
0.22%
-3.1%
Q4 2021$3,577,000
+87.2%
31,905
+72.6%
0.22%
+52.7%
Q3 2021$1,911,000
+9.8%
18,486
+11.2%
0.15%
+9.0%
Q2 2021$1,741,000
+44.0%
16,620
+39.0%
0.13%
+30.1%
Q1 2021$1,209,000
+52.7%
11,957
+38.1%
0.10%
+37.3%
Q4 2020$792,000
+74.1%
8,657
+65.6%
0.08%
-47.2%
Q3 2018$455,000
+4.8%
5,2270.0%0.14%
+3.6%
Q2 2018$434,0005,2270.14%
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