LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,209,000
+97300.9%
50,4170.0%0.31%
+4.7%
Q2 2023$5,348
+16.7%
50,417
+16.1%
0.30%
+4.2%
Q1 2023$4,581
-26.6%
43,417
-24.7%
0.28%
-31.1%
Q4 2022$6,237
-99.9%
57,641
+8.3%
0.41%
+12.3%
Q3 2022$5,050,000
-6.7%
53,228
+0.0%
0.37%
-5.2%
Q2 2022$5,413,000
-7.7%
53,226
+1.9%
0.39%
+3.5%
Q1 2022$5,862,000
+16.3%
52,223
+16.1%
0.37%
+17.3%
Q4 2021$5,041,00044,9650.32%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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