EVOKE WEALTH, 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
EVOKE WEALTH, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,002,325
-2.6%
9,701
+0.0%
0.04%
-2.8%
Q2 2023$1,028,604
-8.5%
9,697
-9.0%
0.04%
-12.2%
Q1 2023$1,123,936
+10.0%
10,653
+12.8%
0.04%
+10.8%
Q4 2022$1,022,052
-13.2%
9,445
-23.8%
0.04%
-22.9%
Q3 2022$1,177,000
+1.6%
12,400
+8.8%
0.05%
+11.6%
Q2 2022$1,159,000
-9.0%
11,395
+0.5%
0.04%
+2.4%
Q1 2022$1,273,000
+0.5%
11,339
+0.3%
0.04%
+5.0%
Q4 2021$1,267,000
+24.5%
11,300
+14.7%
0.04%
+5.3%
Q3 2021$1,018,000
-0.9%
9,851
+0.5%
0.04%
-2.6%
Q2 2021$1,027,000
+4.2%
9,804
+0.5%
0.04%
-13.3%
Q1 2021$986,000
+10.9%
9,757
+0.4%
0.04%
-25.0%
Q4 2020$889,000
+13.7%
9,714
+0.6%
0.06%
-4.8%
Q3 2020$782,000
+3.4%
9,657
+0.6%
0.06%
-13.7%
Q2 2020$756,000
-99.9%
9,602
+0.7%
0.07%
-24.0%
Q1 2020$674,601,000
-19.7%
9,535
+0.6%
0.10%
-10.3%
Q4 2019$840,488,000
+17.8%
9,481
+17.9%
0.11%
+21.6%
Q3 2019$713,389,0008,0400.09%
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