JANICZEK WEALTH MANAGEMENT, LLC - 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
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$13,523
-2.6%
1310.0%0.00%0.0%
Q2 2023$13,883
-0.9%
1310.0%0.00%0.0%
Q1 2023$14,014
-3.6%
1310.0%0.00%0.0%
Q4 2022$14,538
+11.8%
1310.0%0.00%0.0%
Q3 2022$13,000
-7.1%
1310.0%0.00%0.0%
Q2 2022$14,000
-6.7%
1310.0%0.00%0.0%
Q1 2022$15,0000.0%1310.0%0.00%0.0%
Q4 2021$15,000
+15.4%
131
+0.8%
0.00%
-20.0%
Q3 2021$13,000
+8.3%
130
+18.2%
0.01%
+25.0%
Q2 2021$12,000
+9.1%
1100.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1100.0%0.00%
-20.0%
Q4 2020$10,000
+11.1%
1100.0%0.01%0.0%
Q3 2020$9,0000.0%1100.0%0.01%0.0%
Q2 2020$9,000
+12.5%
1100.0%0.01%0.0%
Q1 2020$8,000
-20.0%
1100.0%0.01%
+25.0%
Q4 2019$10,000
-41.2%
110
-43.6%
0.00%
-50.0%
Q3 2019$17,0000.0%1950.0%0.01%0.0%
Q2 2019$17,0001950.01%
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