Accretive Wealth Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,499,781
+2.8%
62,909
+5.5%
3.88%
+3.3%
Q2 2023$6,325,272
+5.9%
59,633
+5.3%
3.75%
-1.8%
Q1 2023$5,972,250
+1.6%
56,609
+4.2%
3.82%
-5.4%
Q4 2022$5,879,590
+19.8%
54,335
+5.1%
4.04%
+8.1%
Q3 2022$4,906,000
-6.5%
51,711
+0.3%
3.74%
-1.9%
Q2 2022$5,246,000
-6.1%
51,579
+3.6%
3.81%
+8.6%
Q1 2022$5,589,000
+3.8%
49,795
+3.7%
3.51%
+2.3%
Q4 2021$5,382,000
+16.2%
48,007
+7.1%
3.43%
+4.8%
Q3 2021$4,633,000
+0.8%
44,825
+2.2%
3.27%
-1.3%
Q2 2021$4,594,000
+34.1%
43,847
+29.3%
3.31%
+7.4%
Q1 2021$3,427,000
+24.3%
33,905
+12.6%
3.08%
+13.3%
Q4 2020$2,756,00030,1212.72%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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