CM WEALTH ADVISORS LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
CM WEALTH ADVISORS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$502,315
+99763.8%
4,8050.0%0.19%
+100.0%
Q1 2023$503
-99.9%
4,8050.0%0.10%
-63.4%
Q4 2022$519,949
+14.0%
4,8050.0%0.26%
+4.7%
Q3 2022$455,898
-6.7%
4,8050.0%0.25%
-15.4%
Q2 2022$488,6684,8050.30%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders