HERON FINANCIAL GROUP, 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
HERON FINANCIAL GROUP, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$7,073,181
+0.7%
66,684
+0.2%
3.81%
-1.5%
Q1 2023$7,021,131
-7.0%
66,551
-16.4%
3.87%
-17.0%
Q3 2022$7,550,000
-6.6%
79,571
+0.1%
4.67%
-4.8%
Q2 2022$8,081,000
-13.0%
79,463
-3.9%
4.90%
+1.6%
Q1 2022$9,284,000
+2.9%
82,708
+3.1%
4.83%
-0.6%
Q4 2021$9,019,000
+10.4%
80,185
+1.4%
4.86%
+6.7%
Q3 2021$8,171,000
+5.8%
79,058
+7.3%
4.55%
+3.2%
Q2 2021$7,722,000
+7.2%
73,700
+4.0%
4.41%
+1.0%
Q1 2021$7,202,000
+28.4%
70,882
+18.8%
4.37%
+12.7%
Q4 2020$5,611,000
+20.5%
59,680
+5.5%
3.88%
+4.0%
Q3 2020$4,656,000
+7.5%
56,559
+3.3%
3.73%
-3.8%
Q2 2020$4,331,000
+4.7%
54,736
+2.8%
3.88%
-8.8%
Q1 2020$4,136,000
-14.3%
53,229
+4.0%
4.25%
+6.4%
Q4 2019$4,827,00051,1584.00%
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