StrongBox Wealth, 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
StrongBox Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$2,521,978
+5.9%
22,592
-2.0%
1.47%
-2.9%
Q3 2023$2,382,176
+9.0%
23,056
+11.9%
1.52%
+9.9%
Q2 2023$2,186,240
+16.4%
20,611
+15.8%
1.38%
+9.4%
Q1 2023$1,877,931
+7.0%
17,800
+9.8%
1.26%
+1.5%
Q4 2022$1,754,981
+13.6%
16,218
-0.4%
1.24%
+10.8%
Q3 2022$1,545,000
+67.4%
16,279
+79.3%
1.12%
+87.6%
Q2 2022$923,000
-7.9%
9,080
+1.8%
0.60%
+4.6%
Q1 2022$1,002,000
+0.6%
8,923
+0.5%
0.57%
+14.7%
Q4 2021$996,000
+6.9%
8,883
-1.5%
0.50%
-4.8%
Q3 2021$932,000
+2.5%
9,017
+4.0%
0.52%
+0.4%
Q2 2021$909,000
-7.7%
8,674
-11.0%
0.52%
-14.6%
Q1 2021$985,000
+27.3%
9,742
+15.2%
0.61%
+21.5%
Q4 2020$774,000
+13.7%
8,453
+0.5%
0.50%
+0.6%
Q3 2020$681,000
+1.9%
8,413
-0.8%
0.50%
-18.1%
Q2 2020$668,000
-11.8%
8,484
-20.7%
0.61%
-29.1%
Q1 2020$757,00010,7000.86%
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