EverSource Wealth Advisors, 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
EverSource Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,331,572
+11.9%
22,567
+14.8%
0.25%
+7.4%
Q2 2023$2,084,457
-14.4%
19,652
-14.8%
0.23%
-24.1%
Q1 2023$2,433,991
+143.2%
23,071
+149.4%
0.30%
+99.3%
Q4 2022$1,000,834
+48.3%
9,249
+30.0%
0.15%
-1.9%
Q3 2022$675,000
-6.9%
7,114
-0.3%
0.16%
-17.1%
Q2 2022$725,000
-7.8%
7,133
+1.9%
0.19%
-6.0%
Q1 2022$786,000
-2.0%
6,998
-2.2%
0.20%
-11.6%
Q4 2021$802,0007,1580.22%
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