Lenox Wealth Advisors, LLC - 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
Lenox Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$3,445,000
+1.1%
30,3790.0%0.43%
+6.7%
Q4 2021$3,406,000
+8.7%
30,379
+0.3%
0.40%
+0.5%
Q3 2021$3,132,000
-1.4%
30,3000.0%0.40%
-1.0%
Q2 2021$3,175,000
+10483.3%
30,300
+10000.0%
0.41%
+10075.0%
Q1 2021$30,000
+11.1%
3000.0%0.00%0.0%
Q4 2020$27,000
+12.5%
3000.0%0.00%0.0%
Q3 2020$24,0000.0%3000.0%0.00%0.0%
Q2 2020$24,000
+33.3%
300
+58.7%
0.00%
+33.3%
Q4 2019$18,0001890.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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