Benchmark Wealth Management, 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 Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$26,984,272
-2.9%
261,172
-0.3%
17.23%
+2.7%
Q2 2023$27,788,371
+4.5%
261,981
+5.4%
16.77%
-1.2%
Q1 2023$26,603,540
-8.9%
248,469
-7.9%
16.96%
-19.3%
Q4 2022$29,205,256
+17.4%
269,894
+2.9%
21.02%
+7.8%
Q3 2022$24,877,000
-4.7%
262,199
+2.2%
19.50%
+1.6%
Q2 2022$26,100,000
-5.9%
256,633
+3.8%
19.21%
+2.9%
Q1 2022$27,750,000
+2.6%
247,216
+2.4%
18.66%
+6.7%
Q4 2021$27,058,000
+13.0%
241,352
+4.2%
17.48%
+3.9%
Q3 2021$23,945,000
+5.1%
231,692
+6.6%
16.83%
+7.6%
Q2 2021$22,774,000
+5.0%
217,369
+1.3%
15.64%
-2.8%
Q1 2021$21,694,000
+20.0%
214,605
+8.6%
16.09%
+17.3%
Q4 2020$18,083,000
+28.3%
197,603
+13.5%
13.72%
+23.3%
Q3 2020$14,091,000
+13.3%
174,114
+10.3%
11.12%
+4.9%
Q2 2020$12,433,000
+12.6%
157,813
+1.1%
10.60%
-4.1%
Q1 2020$11,046,000
-33.6%
156,131
-12.1%
11.06%
-23.0%
Q4 2019$16,643,000177,60514.36%
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