PAX Financial Group, LLC - VANGUARD WHITEHALL FDS ownership

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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%.

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Quarter-by-quarter ownership
PAX Financial Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,982,883
+12.8%
38,549
+15.8%
0.91%
+13.8%
Q2 2023$3,532,237
-5.8%
33,301
-6.3%
0.80%
-11.2%
Q1 2023$3,750,420
-2.1%
35,549
+0.5%
0.90%
-7.5%
Q4 2022$3,829,227
+12.4%
35,387
-1.5%
0.97%
+11.6%
Q3 2022$3,407,000
-2.3%
35,908
+4.7%
0.87%
-1.4%
Q2 2022$3,488,000
+181.1%
34,301
+210.3%
0.88%
+206.6%
Q1 2022$1,241,000
-6.1%
11,053
-6.2%
0.29%
-2.7%
Q4 2021$1,321,000
+20.4%
11,781
+11.0%
0.30%
+10.4%
Q3 2021$1,097,000
-6.2%
10,614
-4.9%
0.27%
-9.5%
Q2 2021$1,169,000
-6.9%
11,156
-10.1%
0.30%
-16.1%
Q1 2021$1,255,000
+4.2%
12,415
-5.7%
0.35%
-6.1%
Q4 2020$1,204,000
+0.3%
13,159
-11.3%
0.38%
-10.7%
Q3 2020$1,200,000
-2.0%
14,828
-4.5%
0.42%
-9.7%
Q2 2020$1,224,000
-8.9%
15,531
-11.5%
0.47%
-18.8%
Q1 2020$1,344,000
-42.7%
17,554
-29.8%
0.57%
-42.8%
Q4 2019$2,344,000–24,996–1.00%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders