Kestra Advisory Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$97,199,530
+5.3%
940,762
+8.1%
0.96%
+3.5%
Q2 2023$92,307,418
-1.9%
870,250
-2.4%
0.92%
-9.4%
Q1 2023$94,106,944
-2.1%
892,009
+0.5%
1.02%
+19.4%
Q4 2022$96,083,987
-99.9%
887,940
-54.1%
0.85%
-13.0%
Q3 2022$91,835,744,000
+77367.1%
1,933,896
+65.9%
0.98%
-19.4%
Q2 2022$118,548,000
+7.5%
1,165,661
+18.7%
1.22%
+6.1%
Q1 2022$110,263,000
+4.4%
982,295
+4.3%
1.15%
+7.4%
Q4 2021$105,624,000
+8.6%
942,149
+0.1%
1.07%
+9.9%
Q3 2021$97,284,000
+3.5%
941,311
+5.0%
0.97%
-8.7%
Q2 2021$93,955,000
+9.7%
896,776
+5.8%
1.07%
-2.0%
Q1 2021$85,667,000
+23.2%
847,431
+10.6%
1.09%
+35.0%
Q4 2020$69,528,000
-99.9%
766,230
+6.8%
0.81%
-25.4%
Q3 2020$57,908,000,000717,4511.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders