Biltmore Family Office, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,726,179
+2.3%
45,743
+5.0%
1.07%
+9.7%
Q2 2023$4,618,937
-7.9%
43,546
-8.4%
0.98%
-7.6%
Q1 2023$5,016,115
-2.5%
47,5460.0%1.06%
-0.2%
Q4 2022$5,144,965
+28.7%
47,546
+12.9%
1.06%
+15.6%
Q3 2022$3,997,000
-6.2%
42,124
+0.6%
0.92%
-13.9%
Q2 2022$4,259,000
-5.5%
41,879
+4.3%
1.06%
+10.3%
Q1 2022$4,507,000
-7.8%
40,149
-7.9%
0.96%
+3.8%
Q4 2021$4,888,000
+8.5%
43,599
+0.0%
0.93%
-14.5%
Q3 2021$4,505,000
+6.0%
43,586
+7.4%
1.09%
-9.8%
Q2 2021$4,251,000
+1.5%
40,575
-2.1%
1.21%
-7.6%
Q1 2021$4,189,000
+5.9%
41,435
-4.2%
1.30%
+9.8%
Q4 2020$3,957,000
+8.6%
43,245
-4.0%
1.19%
-41.6%
Q3 2020$3,644,000
-0.1%
45,032
-2.8%
2.04%
-7.4%
Q2 2020$3,649,000
+23.7%
46,320
+11.1%
2.20%
+13.3%
Q1 2020$2,951,000
-38.8%
41,709
-19.0%
1.94%
+0.1%
Q4 2019$4,823,000
+6.3%
51,463
+0.6%
1.94%
-1.1%
Q3 2019$4,539,000
+26.0%
51,157
+24.1%
1.96%
+0.6%
Q2 2019$3,601,000
+2.0%
41,2120.0%1.95%
+8.7%
Q1 2019$3,530,000
+9.8%
41,2120.0%1.79%
-1.2%
Q4 2018$3,214,000
-12.4%
41,212
-1.4%
1.81%
+3.8%
Q3 2018$3,668,000
-8.0%
41,795
-13.0%
1.75%
-12.0%
Q2 2018$3,989,000
-21.9%
48,027
-22.4%
1.98%
-12.6%
Q1 2018$5,109,000
-28.2%
61,929
-25.4%
2.27%
-29.4%
Q4 2017$7,111,00083,0393.22%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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