9258 Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,209,815
-6.1%
11,709
-3.6%
0.24%
-2.9%
Q2 2023$1,288,475
-2.2%
12,147
-2.8%
0.24%
-9.0%
Q1 2023$1,317,843
-2.5%
12,4910.0%0.27%
-9.2%
Q4 2022$1,351,694
+3.2%
12,491
-9.5%
0.29%
-12.5%
Q3 2022$1,310,000
-8.4%
13,808
-1.8%
0.34%
-8.7%
Q2 2022$1,430,000
-9.4%
14,0640.0%0.37%
+0.3%
Q1 2022$1,579,000
-6.5%
14,064
-6.6%
0.37%
-5.4%
Q4 2021$1,689,000
+9.0%
15,063
+0.5%
0.39%
-6.5%
Q3 2021$1,549,000
-0.1%
14,989
+1.3%
0.41%
-1.0%
Q2 2021$1,551,000
+3.2%
14,800
-0.5%
0.42%
-7.3%
Q1 2021$1,503,000
-30.8%
14,871
-37.3%
0.45%
-36.3%
Q4 2020$2,171,000
+14.1%
23,720
-0.8%
0.71%
-1.5%
Q3 2020$1,903,000
-15.3%
23,919
-16.1%
0.72%
-21.1%
Q2 2020$2,247,000
+0.5%
28,522
-0.5%
0.91%
-7.3%
Q1 2020$2,236,000
-15.7%
28,654
+1.3%
0.98%
+1.1%
Q4 2019$2,652,000
+215.3%
28,299
+198.5%
0.97%
+48.2%
Q3 2019$841,000
+4.9%
9,481
+3.4%
0.66%
+1.5%
Q2 2019$802,000
-3.7%
9,173
-5.7%
0.65%
-8.8%
Q1 2019$833,000
+9.9%
9,728
+0.1%
0.71%
-3.3%
Q4 2018$758,0009,7200.73%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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