United Asset Strategies, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$263,426
-5.4%
2,550
-2.9%
0.03%
-2.9%
Q2 2023$278,393
+0.5%
2,6250.0%0.04%
-5.4%
Q1 2023$276,897
-2.5%
2,6250.0%0.04%
-7.5%
Q4 2022$284,010
+14.1%
2,6250.0%0.04%
+5.3%
Q3 2022$249,000
-6.7%
2,6250.0%0.04%
-2.6%
Q2 2022$267,000
-9.8%
2,625
-0.6%
0.04%
+2.6%
Q1 2022$296,000
-1.7%
2,641
-1.7%
0.04%
+5.6%
Q4 2021$301,000
+1.7%
2,688
-6.0%
0.04%
-5.3%
Q3 2021$296,0002,8610.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
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