Iron Horse Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$21,928,441
+1.6%
212,238
+4.4%
10.77%
+1.6%
Q2 2023$21,573,318
+2.8%
203,388
+2.2%
10.60%
+1.1%
Q1 2023$20,992,917
+99990.2%
198,985
+2.7%
10.49%
-7.4%
Q4 2022$20,974
-99.7%
193,830
+150.6%
11.32%
+6.9%
Q3 2022$7,339,000
-65.0%
77,351
-62.5%
10.59%
-11.3%
Q2 2022$20,987,000
-1.4%
206,360
+8.8%
11.95%
+2.3%
Q1 2022$21,286,000
+8.1%
189,627
+7.9%
11.68%
+5.6%
Q4 2021$19,698,000
+28.6%
175,698
+18.5%
11.06%
+16.5%
Q3 2021$15,318,000
+6.9%
148,214
+8.4%
9.50%
+0.6%
Q2 2021$14,327,000
-1.0%
136,747
-4.5%
9.45%
-12.9%
Q1 2021$14,477,000
+14.7%
143,212
+3.9%
10.84%
+7.3%
Q4 2020$12,618,000137,89110.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
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