INSPIRION WEALTH ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$39,337,183
-0.0%
380,732
+2.7%
7.67%
+1.8%
Q2 2023$39,340,048
+2.6%
370,888
+2.1%
7.54%
-2.0%
Q1 2023$38,342,575
+0.2%
363,437
+2.8%
7.69%
-5.1%
Q4 2022$38,266,493
+13.7%
353,632
-0.3%
8.11%
+6.8%
Q3 2022$33,645,000
-5.5%
354,609
+1.3%
7.59%
-2.9%
Q2 2022$35,616,000
-3.7%
350,204
+6.3%
7.82%
+3.2%
Q1 2022$36,995,000
+4.4%
329,581
+4.2%
7.57%
+1.4%
Q4 2021$35,444,000
+13.8%
316,153
+4.9%
7.47%
+4.3%
Q3 2021$31,144,000
+6.3%
301,341
+7.8%
7.16%
-0.7%
Q2 2021$29,285,000
+10.5%
279,521
+6.6%
7.22%
+2.7%
Q1 2021$26,512,000
+18.1%
262,266
+6.9%
7.03%
+11.2%
Q4 2020$22,447,000
+19.9%
245,300
+6.0%
6.32%
-1.8%
Q3 2020$18,727,000
+18.7%
231,401
+15.5%
6.44%
+3.9%
Q2 2020$15,782,000
+13.2%
200,326
+1.6%
6.20%
-10.0%
Q1 2020$13,944,000
-17.8%
197,090
+8.9%
6.88%
+20.2%
Q4 2019$16,956,000
+4.6%
180,937
-0.9%
5.72%
-19.4%
Q3 2019$16,207,000
-1.8%
182,659
-3.3%
7.10%
-0.4%
Q2 2019$16,502,000
+3.7%
188,852
+1.7%
7.13%
+1.2%
Q1 2019$15,906,000
+8.5%
185,686
-1.2%
7.04%
-3.7%
Q4 2018$14,654,000
-11.0%
187,900
-0.6%
7.32%
+4.8%
Q3 2018$16,466,000
+1.7%
189,072
-3.0%
6.98%
-8.4%
Q2 2018$16,188,000
+1.6%
194,920
+0.9%
7.62%
-2.1%
Q1 2018$15,936,000
-59.1%
193,188
-57.6%
7.79%
-58.9%
Q4 2017$38,987,000
+5.3%
455,300
-0.3%
18.93%
+0.9%
Q3 2017$37,020,000
+6.6%
456,638
+2.8%
18.77%
-0.4%
Q2 2017$34,728,000
+3.8%
444,322
+3.1%
18.85%
-0.4%
Q1 2017$33,463,000
+7.6%
430,951
+5.0%
18.93%
-4.0%
Q4 2016$31,104,000
+6.8%
410,506
+1.7%
19.73%
+4.4%
Q3 2016$29,120,000
-5.2%
403,659
-6.1%
18.89%
-5.9%
Q2 2016$30,704,000
+8.5%
429,672
+4.8%
20.07%
+1.2%
Q1 2016$28,295,000
+3.3%
409,828
-0.1%
19.83%
-1.3%
Q4 2015$27,381,000
+4.8%
410,207
-1.7%
20.09%
-2.7%
Q3 2015$26,135,000
-1.4%
417,163
+6.0%
20.64%
+5.3%
Q2 2015$26,500,000
+6.1%
393,639
+7.7%
19.60%
-2.5%
Q1 2015$24,968,000
+33.3%
365,567
+34.2%
20.10%
+15.8%
Q4 2014$18,724,000272,34717.36%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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