Montis Financial, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$22,409,127
-3.2%
216,891
-0.6%
15.01%
-1.7%
Q2 2023$23,152,009
+6.4%
218,271
+5.8%
15.26%
-9.3%
Q1 2023$21,763,541
+3.2%
206,289
+5.8%
16.84%
-5.7%
Q4 2022$21,090,242
+32.9%
194,901
+16.5%
17.86%
+16.8%
Q3 2022$15,869,000
+5.2%
167,250
+12.8%
15.29%
+8.3%
Q2 2022$15,078,000
+15.3%
148,259
+27.2%
14.12%
+38.2%
Q1 2022$13,080,000
+3.5%
116,528
+3.4%
10.22%
+11.4%
Q4 2021$12,636,000
+7.7%
112,715
+0.2%
9.17%
-8.1%
Q3 2021$11,733,000
+7.2%
112,461
+7.7%
9.97%
+10.0%
Q2 2021$10,943,000
+45.6%
104,449
+41.2%
9.07%
+29.5%
Q1 2021$7,514,000
+191.2%
73,959
+163.0%
7.00%
+171.7%
Q4 2020$2,580,00028,1252.58%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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