Charter Oak Capital Management, 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
Charter Oak Capital Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$510,181
+7.3%
4,938
+10.1%
0.07%
+9.7%
Q2 2023$475,540
-4.8%
4,483
-5.3%
0.06%
-10.1%
Q1 2023$499,378
+8.9%
4,733
+11.7%
0.07%0.0%
Q4 2022$458,469
+44.6%
4,237
+26.8%
0.07%
+35.3%
Q3 2022$317,000
+14.0%
3,342
+22.4%
0.05%
+34.2%
Q2 2022$278,0000.0%2,731
+10.3%
0.04%
+11.8%
Q1 2022$278,000
-5.8%
2,475
-6.1%
0.03%0.0%
Q4 2021$295,000
+3.5%
2,636
-4.2%
0.03%
-5.6%
Q3 2021$285,000
+20.3%
2,753
+21.5%
0.04%
+20.0%
Q2 2021$237,000
+15.0%
2,265
+11.1%
0.03%
+3.4%
Q1 2021$206,000
-9.3%
2,039
-17.7%
0.03%
-14.7%
Q4 2020$227,0002,4780.03%
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