Sage Financial Management Group, Inc. - 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
Sage Financial Management Group, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,154
+26.0%
59,566
+28.7%
3.70%
-5.9%
Q1 2023$4,884
-27.3%
46,298
-25.5%
3.93%
-16.2%
Q4 2022$6,721
-99.9%
62,113
+25.1%
4.70%
+13.1%
Q3 2022$4,711,000
-30.8%
49,657
-25.8%
4.15%
-12.8%
Q2 2022$6,803,000
-9.5%
66,890
-0.1%
4.76%
-7.6%
Q1 2022$7,517,000
-0.2%
66,964
-0.4%
5.16%
+2.6%
Q4 2021$7,535,000
+0.6%
67,212
-6.0%
5.02%
-26.5%
Q2 2021$7,491,000
+6.4%
71,501
+2.7%
6.83%
+26.0%
Q1 2021$7,039,000
-1.3%
69,627
-10.7%
5.42%
-3.2%
Q4 2020$7,135,00077,9735.60%
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