Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,668,661
+837.0%
25,829
+862.0%
0.25%
+666.7%
Q2 2023$284,813
-17.4%
2,685
-17.9%
0.03%
-19.5%
Q1 2023$344,868
+15.2%
3,269
+18.1%
0.04%
+2.5%
Q4 2022$299,480
+4.3%
2,768
-8.6%
0.04%
-7.0%
Q3 2022$287,000
+18.6%
3,027
+27.1%
0.04%
+19.4%
Q2 2022$242,000
-28.0%
2,382
-20.5%
0.04%
-18.2%
Q1 2022$336,000
-2.6%
2,996
-2.7%
0.04%
-4.3%
Q4 2021$345,000
+18.2%
3,079
+9.0%
0.05%
+9.5%
Q3 2021$292,000
-95.7%
2,826
-95.6%
0.04%
-94.9%
Q2 2021$6,729,000
+7.8%
64,232
+4.0%
0.82%
-20.3%
Q1 2021$6,245,000
+21.4%
61,782
+9.9%
1.03%
-4.6%
Q4 2020$5,145,000
-99.2%
56,225
+654.5%
1.08%
+243.6%
Q3 2020$626,382,000
+4.4%
7,452
-0.3%
0.31%
-5.7%
Q2 2020$599,975,000
+30.6%
7,474
+15.1%
0.33%
+13.7%
Q1 2020$459,417,000
-32.0%
6,494
-9.3%
0.29%
-27.7%
Q4 2019$675,518,0007,1600.40%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders