FRG Family Wealth Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,245,901
+0.1%
31,416
+2.7%
0.73%
+3.1%
Q2 2023$3,244,257
+3.3%
30,586
+2.8%
0.71%
-1.0%
Q1 2023$3,140,313
+4.1%
29,766
+6.8%
0.72%
-0.1%
Q4 2022$3,016,462
+74.9%
27,876
+53.3%
0.72%
+68.8%
Q3 2022$1,725,000
+106.1%
18,181
+120.9%
0.43%
+120.7%
Q2 2022$837,000
+15.9%
8,229
+28.0%
0.19%
+37.9%
Q1 2022$722,000
+39.1%
6,429
+38.9%
0.14%
+44.3%
Q4 2021$519,000
-35.9%
4,629
-40.9%
0.10%
-39.0%
Q3 2021$810,000
-1.5%
7,835
-0.2%
0.16%
+1.9%
Q2 2021$822,000
+3.5%
7,850
-0.1%
0.16%
-3.7%
Q1 2021$794,000
+10.4%
7,8540.0%0.16%
+3.2%
Q4 2020$719,000
+7.3%
7,854
-5.2%
0.16%
-3.7%
Q3 2020$670,000
-2.6%
8,284
-5.2%
0.16%
-10.4%
Q2 2020$688,000
-6.5%
8,734
-16.1%
0.18%
-18.4%
Q1 2020$736,000
-24.5%
10,4050.0%0.22%
-5.5%
Q4 2019$975,000
+1.9%
10,405
-3.6%
0.24%
-4.5%
Q3 2019$957,000
+5.9%
10,790
+4.4%
0.25%
+3.8%
Q2 2019$904,000
+1.0%
10,340
-1.0%
0.24%
-6.3%
Q1 2019$895,000
+9.8%
10,4480.0%0.25%
-4.5%
Q4 2018$815,000
-12.2%
10,448
-2.0%
0.27%
+4.3%
Q3 2018$928,000
+4.9%
10,6610.0%0.26%
-3.8%
Q2 2018$885,000
+0.7%
10,6610.0%0.26%
-9.2%
Q1 2018$879,000
-3.7%
10,6610.0%0.29%
-1.0%
Q4 2017$913,000
+24.9%
10,661
+18.2%
0.30%
+17.1%
Q3 2017$731,0009,0200.25%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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