Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,151,437
-32.5%
11,145
-30.7%
0.05%
+38.2%
Q2 2023$1,706,784
+76.0%
16,092
+75.1%
0.03%
-38.2%
Q1 2023$969,667
-71.5%
9,191
-77.0%
0.06%
-47.6%
Q4 2022$3,401,442
+465.0%
39,953
+530.1%
0.10%
+101.9%
Q3 2022$602,000
-7.1%
6,341
-0.4%
0.05%
-3.7%
Q2 2022$648,000
+5.5%
6,369
+16.4%
0.05%
+25.6%
Q1 2022$614,000
+0.3%
5,471
+0.2%
0.04%
-2.3%
Q4 2021$612,000
+44.3%
5,460
+33.2%
0.04%
+18.9%
Q3 2021$424,000
-1.2%
4,098
+0.2%
0.04%
-2.6%
Q2 2021$429,000
-0.5%
4,090
-4.0%
0.04%
-13.6%
Q1 2021$431,000
+15.5%
4,260
+4.6%
0.04%
+2.3%
Q4 2020$373,000
+13.4%
4,074
+0.2%
0.04%
-6.5%
Q3 2020$329,000
+2.8%
4,0640.0%0.05%
-9.8%
Q2 2020$320,000
+42.2%
4,064
+39.5%
0.05%
+21.4%
Q1 2020$225,000
-17.3%
2,9140.0%0.04%
-25.0%
Q4 2019$272,000
+5.8%
2,9140.0%0.06%
-6.7%
Q3 2019$257,000
+0.8%
2,9140.0%0.06%0.0%
Q2 2019$255,000
+3.7%
2,914
+3.6%
0.06%
+5.3%
Q1 2019$246,000
+7.0%
2,8140.0%0.06%
-3.4%
Q4 2018$230,000
-6.9%
2,8140.0%0.06%
-3.3%
Q3 2018$247,000
+5.6%
2,8140.0%0.06%
-12.9%
Q2 2018$234,000
+0.9%
2,8140.0%0.07%
-17.6%
Q1 2018$232,000
-3.7%
2,8140.0%0.08%
-5.6%
Q4 2017$241,000
-60.0%
2,814
-55.6%
0.09%
+73.1%
Q3 2011$602,0006,3410.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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