Wescott Financial Advisory Group, 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
Wescott Financial Advisory Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$642,798
-7.1%
6,221
-4.6%
0.12%
-3.3%
Q2 2023$691,718
+15.6%
6,521
+15.0%
0.12%
-6.2%
Q1 2023$598,148
-5.7%
5,670
-3.3%
0.13%
-5.1%
Q4 2022$634,284
+18.3%
5,862
+3.7%
0.14%
-8.1%
Q3 2022$536,000
-6.6%
5,651
+0.2%
0.15%
-4.5%
Q2 2022$574,000
-25.2%
5,642
-17.4%
0.16%
-21.2%
Q1 2022$767,0006,8310.20%
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