Orgel Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,238,084
+24.7%
11,983
+28.0%
0.04%
+27.3%
Q2 2023$992,710
-84.2%
9,359
-84.3%
0.03%
-85.3%
Q1 2023$6,279,466
+463.1%
59,521
+477.6%
0.22%
+423.3%
Q4 2022$1,115,104
+34.0%
10,305
+17.5%
0.04%
+4.9%
Q3 2022$832,000
+214.0%
8,771
+236.4%
0.04%
+173.3%
Q2 2022$265,000
-9.6%
2,6070.0%0.02%
-25.0%
Q1 2022$293,000
-9.0%
2,607
-9.2%
0.02%
-35.5%
Q4 2021$322,000
+14.6%
2,870
+5.5%
0.03%
-3.1%
Q3 2021$281,000
-1.4%
2,7210.0%0.03%
-11.1%
Q2 2021$285,000
+3.6%
2,7210.0%0.04%
-7.7%
Q1 2021$275,000
+4.6%
2,721
-5.4%
0.04%
-27.8%
Q4 2020$263,000
+12.9%
2,8750.0%0.05%
-16.9%
Q3 2020$233,000
+3.1%
2,8750.0%0.06%
-23.5%
Q2 2020$226,000
+9.7%
2,875
-1.3%
0.08%
+3.7%
Q1 2020$206,000
-20.8%
2,913
+4.8%
0.08%
+15.5%
Q4 2019$260,0000.0%2,779
-5.3%
0.07%
-27.6%
Q3 2019$260,000
-9.4%
2,933
-10.7%
0.10%
-12.5%
Q2 2019$287,000
+8.7%
3,285
+6.6%
0.11%
+25.8%
Q1 2019$264,000
+3.9%
3,083
+1.0%
0.09%
+41.3%
Q2 2018$254,000
+0.8%
3,0530.0%0.06%
+1.6%
Q1 2018$252,000
-10.3%
3,053
-7.0%
0.06%
-8.8%
Q4 2017$281,000
+5.6%
3,2830.0%0.07%
-26.9%
Q3 2017$266,000
+3.5%
3,2830.0%0.09%
-1.1%
Q2 2017$257,000
-11.4%
3,283
-12.0%
0.09%
-26.0%
Q1 2017$290,000
+2.5%
3,7300.0%0.13%
-30.6%
Q4 2016$283,000
-2.7%
3,730
-7.6%
0.18%
-9.0%
Q3 2016$291,000
+1.0%
4,0360.0%0.20%
+60.8%
Q2 2016$288,000
+39.8%
4,036
+35.2%
0.12%
-3.1%
Q1 2016$206,000
-4.2%
2,986
-7.3%
0.13%
-29.9%
Q4 2015$215,0003,2200.18%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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