West Financial Advisors, 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
West Financial Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$106,833
-2.6%
1,0340.0%0.03%0.0%
Q2 2023$109,677
+0.5%
1,0340.0%0.03%
-6.9%
Q1 2023$109,087
-2.5%
1,0340.0%0.03%
-6.5%
Q4 2022$111,889
+2.7%
1,034
-10.0%
0.03%
-6.1%
Q3 2022$109,000
-6.8%
1,1490.0%0.03%
-2.9%
Q2 2022$117,000
-16.4%
1,149
-7.6%
0.03%
-8.1%
Q1 2022$140,000
+0.7%
1,2440.0%0.04%0.0%
Q4 2021$139,000
+7.8%
1,2440.0%0.04%
-2.6%
Q3 2021$129,000
-0.8%
1,2440.0%0.04%
-5.0%
Q2 2021$130,000
-27.0%
1,244
-29.5%
0.04%
-33.3%
Q1 2021$178,000
+10.6%
1,7640.0%0.06%
+5.3%
Q4 2020$161,0001,7640.06%
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