DELTA FINANCIAL ADVISORS 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
DELTA FINANCIAL ADVISORS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,643,855
-2.6%
25,5890.0%1.19%
-0.7%
Q2 2023$2,714,225
+0.5%
25,5890.0%1.20%
-7.8%
Q1 2023$2,699,640
-24.3%
25,589
-22.4%
1.30%
-24.8%
Q4 2022$3,567,359
+14.0%
32,9670.0%1.73%
+4.2%
Q3 2022$3,128,000
-6.7%
32,9670.0%1.66%
-0.7%
Q2 2022$3,353,000
-9.4%
32,9670.0%1.67%
+5.9%
Q1 2022$3,701,000
+0.1%
32,9670.0%1.58%
+4.9%
Q4 2021$3,696,000
+8.5%
32,9670.0%1.51%
-0.7%
Q3 2021$3,407,000
-1.4%
32,9670.0%1.52%
-0.1%
Q2 2021$3,454,000
-7.5%
32,967
-10.8%
1.52%
-13.0%
Q1 2021$3,736,000
+28.6%
36,961
+16.4%
1.75%
+19.9%
Q4 2020$2,906,000
+37.8%
31,761
+21.9%
1.46%
+24.8%
Q3 2020$2,109,000
+2.7%
26,0610.0%1.17%
-3.5%
Q2 2020$2,053,000
+11.3%
26,0610.0%1.21%
-4.7%
Q1 2020$1,844,000
-17.6%
26,061
+9.1%
1.27%
+44.7%
Q4 2019$2,239,000
+5.6%
23,8920.0%0.88%
+2.1%
Q3 2019$2,120,000
+1.5%
23,8920.0%0.86%
-0.3%
Q2 2019$2,088,00023,8920.86%
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