Benchmark Financial Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Benchmark Financial Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$13,798,615
+33.2%
127,517
+16.8%
7.51%
+23.2%
Q3 2022$10,360,000
-13.8%
109,193
-7.6%
6.09%
-1.1%
Q2 2022$12,022,000
-6.0%
118,212
+3.7%
6.16%
+13.3%
Q1 2022$12,796,000
+10.8%
113,999
+10.7%
5.44%
+12.6%
Q4 2021$11,549,000
+29.6%
103,017
+19.5%
4.83%
+14.0%
Q3 2021$8,908,000
+6.7%
86,193
+8.1%
4.23%
+6.2%
Q2 2021$8,351,000
+16.4%
79,711
+12.3%
3.99%
+1.8%
Q1 2021$7,177,000
+14.5%
70,998
+3.6%
3.92%
+13.5%
Q4 2020$6,270,000
+17.2%
68,519
+3.6%
3.45%
+0.1%
Q3 2020$5,351,000
+6.2%
66,123
+3.4%
3.45%
-6.9%
Q2 2020$5,039,00063,9653.70%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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