NORTHCAPE WEALTH MANAGEMENT, 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
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,041,197
-3.3%
10,077
-0.7%
0.40%
+2.8%
Q2 2023$1,076,547
-2.9%
10,149
-3.4%
0.39%
-3.2%
Q1 2023$1,108,700
+3.4%
10,509
+6.0%
0.40%
-33.1%
Q4 2022$1,072,318
-21.3%
9,910
-31.0%
0.60%
+23.5%
Q3 2022$1,363,000
-0.7%
14,367
+6.5%
0.48%
-7.6%
Q2 2022$1,372,000
-19.5%
13,486
-11.2%
0.52%
+5.4%
Q1 2022$1,705,000
-1.2%
15,185
-1.4%
0.50%
-14.4%
Q4 2021$1,726,00015,3970.58%
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