Carlton Hofferkamp & Jenks Wealth 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
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$680,223
-6.9%
6,765
+0.4%
0.32%
-1.6%
Q2 2023$731,008
+3.0%
6,737
-1.4%
0.32%
-0.3%
Q1 2023$709,397
-9.8%
6,834
-4.2%
0.32%
-6.4%
Q4 2022$786,391
+8.9%
7,132
+0.2%
0.34%
+1.2%
Q3 2022$722,000
-14.6%
7,121
-13.6%
0.34%
-12.1%
Q2 2022$845,000
-11.5%
8,244
-2.1%
0.39%
-0.8%
Q1 2022$955,000
+3.0%
8,425
+0.1%
0.39%0.0%
Q4 2021$927,0000.0%8,418
+0.1%
0.39%
+4.8%
Q3 2021$927,000
+21.5%
8,406
+14.6%
0.37%
+13.4%
Q2 2021$763,000
+1.1%
7,333
+0.2%
0.33%
-2.1%
Q1 2021$755,000
+17.6%
7,321
+8.5%
0.34%
+6.3%
Q4 2020$642,000
+8.4%
6,749
-0.0%
0.32%
+1.9%
Q3 2020$592,000
+23.6%
6,751
+15.8%
0.31%
+13.6%
Q2 2020$479,000
+8.4%
5,829
+5.1%
0.27%
+0.7%
Q1 2020$442,000
+13.9%
5,546
+32.2%
0.27%
+24.3%
Q4 2019$388,0004,1940.22%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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