Avion Wealth - 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
Avion Wealth ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$16,795
-0.5%
162,561
+2.2%
4.80%
+8.5%
Q2 2023$16,876
-0.7%
159,120
+1.3%
4.42%
-4.7%
Q1 2023$16,994
+16.1%
157,052
+1.8%
4.64%
+1.8%
Q4 2022$14,633
-99.9%
154,2290.0%4.55%
+0.1%
Q3 2022$14,633,000
-5.8%
154,229
+1.0%
4.55%
-5.6%
Q2 2022$15,535,000
-12.7%
152,757
-3.6%
4.82%
-5.9%
Q1 2022$17,792,000
-0.5%
158,499
-0.6%
5.12%
+1.2%
Q4 2021$17,885,000
+12.9%
159,531
+4.0%
5.06%
+5.2%
Q3 2021$15,848,000
+3.7%
153,347
+5.1%
4.81%
+3.3%
Q2 2021$15,283,000
+15.8%
145,871
+11.8%
4.66%
+1.0%
Q1 2021$13,193,000
+174.2%
130,506
+148.2%
4.61%
+204.6%
Q4 2020$4,812,000
+11.4%
52,585
-1.5%
1.51%
+4.2%
Q3 2020$4,319,000
-3.3%
53,371
-5.9%
1.45%
-6.6%
Q2 2020$4,468,000
+5.8%
56,721
-5.0%
1.56%
-13.9%
Q1 2020$4,223,000
-24.5%
59,685
-0.1%
1.81%
-63.9%
Q4 2019$5,597,000
+21.7%
59,727
+15.3%
5.01%
+14.1%
Q3 2019$4,598,00051,8154.39%
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