EPG Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$15,077,987
-2.7%
145,935
-0.1%
4.55%
-0.8%
Q2 2023$15,500,926
-2.2%
146,139
-2.7%
4.59%
-8.3%
Q1 2023$15,850,959
-2.9%
150,246
-0.4%
5.00%
-19.5%
Q4 2022$16,317,419
+15.1%
150,794
+0.9%
6.21%
+6.7%
Q3 2022$14,173,000
-4.6%
149,379
+2.3%
5.82%
-8.2%
Q2 2022$14,850,000
-8.2%
146,013
+1.4%
6.34%
+13.3%
Q1 2022$16,170,000
+5.5%
144,052
+5.3%
5.60%
+3.8%
Q4 2021$15,329,000
+11.3%
136,820
+2.6%
5.39%
-2.4%
Q3 2021$13,776,000
+0.6%
133,291
+2.0%
5.53%
-4.8%
Q2 2021$13,691,000
+5.9%
130,673
+2.1%
5.81%
-7.7%
Q1 2021$12,932,000
+16.4%
127,928
+5.4%
6.29%
-5.7%
Q4 2020$11,112,000
+15.2%
121,426
+1.9%
6.67%
-6.4%
Q3 2020$9,648,000
+10.7%
119,208
+7.7%
7.13%
+15.4%
Q2 2020$8,716,000
+15.1%
110,637
+3.3%
6.18%
+11.1%
Q1 2020$7,574,000
-25.7%
107,052
-1.6%
5.56%
-25.5%
Q4 2019$10,198,000108,8247.47%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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