NewEdge Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$19,826,902
+1.9%
191,899
+4.6%
0.22%
-0.9%
Q2 2023$19,459,623
-1.2%
183,460
-1.9%
0.22%
-10.6%
Q1 2023$19,693,671
+73.4%
187,083
-1.7%
0.25%
-19.6%
Q4 2022$11,355,680
-28.6%
190,278
+13.5%
0.31%
+17.2%
Q3 2022$15,900,000
-3.6%
167,589
+3.3%
0.26%
-4.4%
Q2 2022$16,493,000
+0.4%
162,178
+10.8%
0.27%
+3.4%
Q1 2022$16,429,000
+6.4%
146,364
+6.3%
0.26%
+13.3%
Q4 2021$15,437,000
+69.7%
137,695
+56.5%
0.23%
+3.6%
Q3 2021$9,096,000
+3.0%
88,005
+4.4%
0.22%
-4.3%
Q2 2021$8,829,000
+5.6%
84,271
+1.8%
0.24%
-5.6%
Q1 2021$8,364,000
+17.6%
82,746
+6.4%
0.25%
+6.9%
Q4 2020$7,114,000
+24.8%
77,739
+10.3%
0.23%
+17.7%
Q3 2020$5,702,000
-2.4%
70,461
-5.0%
0.20%
-13.2%
Q2 2020$5,842,000
-5.9%
74,158
-15.4%
0.23%
-23.7%
Q1 2020$6,205,000
-26.2%
87,708
-2.3%
0.30%
-10.5%
Q4 2019$8,408,000
+4.6%
89,734
-1.0%
0.33%
-6.4%
Q3 2019$8,041,000
+12.2%
90,667
+10.5%
0.36%
-18.7%
Q2 2019$7,167,000
+2.9%
82,017
+0.8%
0.44%
-2.4%
Q1 2019$6,967,000
+9.3%
81,337
-0.5%
0.45%
+9.5%
Q4 2018$6,373,000
-4.6%
81,712
+6.5%
0.41%
-19.9%
Q3 2018$6,680,000
+10.7%
76,703
+5.5%
0.51%
-6.9%
Q2 2018$6,035,000
+343.8%
72,696
+330.9%
0.55%
+255.5%
Q1 2018$1,360,000
-97.4%
16,871
+2410.6%
0.16%
+1622.2%
Q2 2017$52,456,0006720.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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