Wells Financial Advisors INC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,236,671
-2.4%
50,684
+0.2%
4.07%
+0.5%
Q2 2023$5,364,278
-11.9%
50,573
-12.3%
4.05%
-16.5%
Q1 2023$6,086,928
-1.9%
57,696
+0.6%
4.85%
-5.6%
Q4 2022$6,205,735
+132.9%
57,349
+104.3%
5.14%
+99.1%
Q3 2022$2,664,000
-11.4%
28,077
-5.1%
2.58%
-5.0%
Q2 2022$3,008,000
-6.1%
29,582
+3.6%
2.72%
+1.5%
Q1 2022$3,204,000
+4.3%
28,542
+4.2%
2.68%
+9.1%
Q4 2021$3,072,000
+10.9%
27,402
+2.3%
2.45%
+4.8%
Q3 2021$2,769,000
+0.8%
26,792
+2.2%
2.34%
+1.0%
Q2 2021$2,746,000
+3.6%
26,2120.0%2.32%
-2.6%
Q1 2021$2,650,000
+10.2%
26,212
-0.3%
2.38%
+15.6%
Q4 2020$2,405,00026,2822.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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