Legacy Financial Group LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.

Quarter-by-quarter ownership
Legacy Financial Group LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$232,582
-1.9%
1,961
+0.1%
0.05%
-4.2%
Q1 2024$237,165
-99.9%
1,960
+11.4%
0.05%
+11.6%
Q3 2023$181,707,000
+19169.0%
1,759
-82.9%
0.04%
-88.2%
Q4 2020$943,00010,3010.36%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2024
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%
Piedmont Capital Management, 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