Gradient Capital 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
Gradient Capital Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$581,126
-5.6%
5,625
-3.0%
0.24%
-1.6%
Q2 2023$615,347
+0.7%
5,801
+0.1%
0.25%
-5.0%
Q1 2023$611,190
-1.8%
5,793
+0.7%
0.26%
-8.1%
Q4 2022$622,262
+7.8%
5,751
-5.4%
0.28%
+2.5%
Q3 2022$577,000
+22.2%
6,077
+30.9%
0.28%
+22.1%
Q2 2022$472,000
+30.0%
4,644
+43.6%
0.23%
+46.8%
Q1 2022$363,000
+36.5%
3,234
+36.2%
0.15%
+38.7%
Q4 2021$266,000
+6.0%
2,375
-2.3%
0.11%
-3.5%
Q3 2021$251,0002,4310.12%
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