PERSONAL CFO SOLUTIONS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,818,405
-2.4%
36,957
+0.2%
0.76%
-4.9%
Q2 2023$3,910,300
+0.9%
36,865
+0.4%
0.79%
-0.8%
Q1 2023$3,875,509
-0.1%
36,735
+2.4%
0.80%
-2.6%
Q4 2022$3,880,766
+15.2%
35,863
+1.0%
0.82%
-3.0%
Q3 2022$3,369,000
+2.3%
35,506
+9.7%
0.85%
+9.6%
Q2 2022$3,293,000
+4.9%
32,381
+15.8%
0.77%
+24.7%
Q1 2022$3,139,000
+14.7%
27,965
+14.6%
0.62%
+20.9%
Q4 2021$2,736,000
+6.4%
24,405
-1.9%
0.51%
-2.8%
Q3 2021$2,572,000
-0.1%
24,886
+1.3%
0.53%0.0%
Q2 2021$2,574,000
+4.2%
24,571
+0.6%
0.53%
-1.3%
Q1 2021$2,470,000
+10.3%
24,435
-0.2%
0.53%
-3.6%
Q4 2020$2,240,000
+111900.0%
24,474
+0.6%
0.55%
-16.9%
Q3 2020$2,000
-99.9%
24,339
+11.6%
0.67%
+31.3%
Q2 2020$1,718,000
-34.8%
21,805
-41.4%
0.51%
-46.3%
Q1 2020$2,633,000
-21.2%
37,220
+5.1%
0.95%
-1.1%
Q4 2019$3,341,000
+83.2%
35,407
+72.2%
0.96%
+31.6%
Q3 2019$1,824,00020,5560.73%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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