Connecticut Wealth Management, 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
Connecticut Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,235,638
-4.1%
21,638
-1.6%
0.15%
-5.6%
Q2 2023$2,332,267
+0.6%
21,988
+0.0%
0.16%
-7.4%
Q1 2023$2,318,996
+66.7%
21,981
+71.0%
0.18%
+48.3%
Q4 2022$1,391,256
+14.0%
12,857
-0.0%
0.12%
+3.5%
Q3 2022$1,220,000
-8.3%
12,861
-1.8%
0.11%
-1.7%
Q2 2022$1,331,000
-15.9%
13,092
-7.1%
0.12%
-4.1%
Q1 2022$1,582,000
-4.1%
14,093
-4.2%
0.12%
-5.5%
Q4 2021$1,649,000
-7.8%
14,709
-15.0%
0.13%
-17.9%
Q3 2021$1,788,000
-0.5%
17,301
+0.9%
0.16%
-1.3%
Q2 2021$1,797,000
-4.7%
17,153
-8.0%
0.16%
-8.1%
Q1 2021$1,886,000
+10.5%
18,6530.0%0.17%
-5.0%
Q4 2020$1,707,000
+10.3%
18,653
-2.4%
0.18%
+5.8%
Q3 2020$1,547,000
-10.9%
19,113
-13.3%
0.17%
-20.8%
Q2 2020$1,737,000
-34.9%
22,048
-41.6%
0.22%
-45.9%
Q1 2020$2,670,000
-28.3%
37,735
-5.0%
0.40%
-2.7%
Q4 2019$3,724,000
-1.1%
39,740
-6.4%
0.41%
-11.6%
Q3 2019$3,766,000
-0.7%
42,448
-2.2%
0.46%
-0.9%
Q2 2019$3,793,00043,4030.47%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders