Avior 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
Avior Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,603,986
-2.3%
73,596
+0.3%
0.51%
+1.6%
Q2 2023$7,783,514
+7.9%
73,380
+7.3%
0.51%
+2.2%
Q1 2023$7,211,981
+4.1%
68,360
+6.8%
0.50%
-5.4%
Q4 2022$6,928,990
+2.3%
64,032
-10.3%
0.52%
-6.6%
Q3 2022$6,771,000
-5.8%
71,373
+1.0%
0.56%
-22.9%
Q2 2022$7,187,000
-10.9%
70,674
-1.7%
0.73%
+4.5%
Q1 2022$8,068,000
-5.6%
71,875
-5.7%
0.70%
-1.6%
Q4 2021$8,548,000
+4.7%
76,251
-3.5%
0.71%
+4.7%
Q3 2021$8,165,000
-2.8%
79,003
-1.4%
0.67%
-20.1%
Q2 2021$8,398,000
-1.0%
80,165
-4.4%
0.84%
-6.8%
Q1 2021$8,480,000
-1.5%
83,889
-10.8%
0.91%
-14.6%
Q4 2020$8,605,000
+2.0%
94,042
-9.8%
1.06%
-11.8%
Q3 2020$8,436,000
-2.3%
104,240
-4.9%
1.20%
-11.0%
Q2 2020$8,638,000
+22.4%
109,647
+9.9%
1.35%
-2.8%
Q1 2020$7,056,000
-25.5%
99,734
-1.3%
1.39%
-8.4%
Q4 2019$9,469,000
+11.6%
101,056
+5.6%
1.52%
+2.1%
Q3 2019$8,487,000
+3.9%
95,653
+2.3%
1.49%
+1.5%
Q2 2019$8,169,000
+2.5%
93,486
+0.5%
1.46%
-13.3%
Q1 2019$7,971,000
+12.5%
93,063
+2.4%
1.69%
-1.2%
Q4 2018$7,087,000
-10.2%
90,873
+0.2%
1.71%
+1.5%
Q3 2018$7,895,000
+8.9%
90,658
+3.8%
1.68%
+3.1%
Q2 2018$7,253,000
+4.5%
87,333
+3.8%
1.64%
+1.9%
Q1 2018$6,939,000
+2.8%
84,120
+6.7%
1.60%
+6.3%
Q4 2017$6,749,000
+19.5%
78,812
+13.1%
1.51%
-18.7%
Q3 2017$5,648,000
+21.7%
69,668
+17.3%
1.86%
-2.0%
Q2 2017$4,642,000
-23.0%
59,394
-23.5%
1.90%
-5.9%
Q1 2017$6,028,000
+12.4%
77,635
+9.6%
2.01%
+0.5%
Q4 2016$5,365,000
+17.0%
70,806
+11.4%
2.00%
+11.5%
Q3 2016$4,584,000
+7.1%
63,548
+5.0%
1.80%
+93.7%
Q2 2016$4,279,000
+212.1%
60,543
+205.0%
0.93%
+52.7%
Q1 2016$1,371,000
+2536.5%
19,853
+2461.7%
0.61%
+2067.9%
Q4 2015$52,000
+6.1%
7750.0%0.03%
-3.4%
Q3 2015$49,000
-5.8%
7750.0%0.03%
-29.3%
Q2 2015$52,000
-1.9%
7750.0%0.04%0.0%
Q1 2015$53,0000.0%7750.0%0.04%
-2.4%
Q4 2014$53,000
+3.9%
7750.0%0.04%
-2.3%
Q3 2014$51,000
-22.7%
775
-22.5%
0.04%
-21.8%
Q2 2014$66,000
+4.8%
1,0000.0%0.06%
+3.8%
Q1 2014$63,0001,0000.05%
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