Lehman & Derafelo Financial Resources LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$213,390
+48.2%
1,972
+30.1%
0.06%
+40.0%
Q3 2022$144,000
-6.5%
1,5160.0%0.04%
-6.2%
Q2 2022$154,000
-38.2%
1,516
-31.8%
0.05%
-36.0%
Q4 2021$249,000
+8.3%
2,2220.0%0.08%0.0%
Q3 2021$230,000
+16.8%
2,222
+18.3%
0.08%
+38.9%
Q2 2021$197,000
+3.7%
1,8780.0%0.05%
+1.9%
Q1 2021$190,000
+10.5%
1,8780.0%0.05%
+3.9%
Q4 2020$172,000
+13.2%
1,8780.0%0.05%
+6.2%
Q3 2020$152,000
-18.3%
1,878
-20.3%
0.05%
-26.2%
Q2 2020$186,000
-10.1%
2,356
-19.6%
0.06%
-24.4%
Q1 2020$207,000
-14.1%
2,931
+13.8%
0.09%
-1.1%
Q4 2019$241,000
+5.7%
2,5750.0%0.09%0.0%
Q3 2019$228,0000.0%2,5750.0%0.09%
-6.5%
Q2 2019$228,000
+3.2%
2,5750.0%0.09%
-2.1%
Q1 2019$221,000
-7.9%
2,575
-16.3%
0.10%
-20.2%
Q4 2018$240,0003,0750.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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