Congress Wealth Management LLC / DE / - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$716,557
+5.8%
6,935
+8.6%
0.02%
-6.2%
Q2 2023$677,585
-22.8%
6,387
-23.2%
0.02%
-23.8%
Q1 2023$877,426
-52.8%
8,316
-51.6%
0.02%
-56.2%
Q4 2022$1,860,159
-69.9%
17,190
-73.6%
0.05%
-71.1%
Q3 2022$6,172,000
-5.3%
65,047
+1.5%
0.17%0.0%
Q2 2022$6,515,000
-24.0%
64,068
-16.1%
0.17%
-11.2%
Q1 2022$8,569,000
-2.9%
76,340
-3.0%
0.19%
+6.2%
Q4 2021$8,822,00078,6940.18%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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