NAPLES GLOBAL ADVISORS, 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
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$301,730
-10.6%
2,920
-8.3%
0.04%
-7.5%
Q2 2023$337,648
+5.1%
3,183
+4.5%
0.04%0.0%
Q1 2023$321,248
+7.2%
3,045
+9.9%
0.04%
+5.3%
Q4 2022$299,744
+6.3%
2,770
-6.8%
0.04%
-2.6%
Q3 2022$282,000
-6.6%
2,9730.0%0.04%0.0%
Q2 2022$302,000
-9.6%
2,9730.0%0.04%0.0%
Q1 2022$334,000
-1.5%
2,973
-1.7%
0.04%0.0%
Q4 2021$339,000
+8.7%
3,0230.0%0.04%
-4.9%
Q3 2021$312,000
-1.6%
3,0230.0%0.04%
-6.8%
Q2 2021$317,000
+25.3%
3,023
+5.8%
0.04%
-25.4%
Q3 2019$253,0002,8560.06%
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