CARDIFF PARK ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
CARDIFF PARK ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$1,112,032
-2.6%
9,376
-0.6%
0.11%
-1.9%
Q1 2024$1,141,595
+7.6%
9,435
-0.7%
0.11%
-7.7%
Q4 2023$1,060,494
+7.5%
9,500
-0.5%
0.12%
-5.6%
Q3 2023$986,258
-25.5%
9,546
-23.5%
0.12%
-23.5%
Q2 2023$1,323,360
+0.6%
12,476
+0.0%
0.16%
-6.4%
Q1 2023$1,316,077
-2.9%
12,475
-0.4%
0.17%
-8.5%
Q4 2022$1,355,928
+42.0%
12,531
+24.5%
0.19%
+26.8%
Q3 2022$955,000
-6.4%
10,068
+0.4%
0.15%
-3.2%
Q2 2022$1,020,000
+21.0%
10,031
+33.5%
0.15%
+29.4%
Q1 2022$843,000
+0.5%
7,513
+0.4%
0.12%
+8.2%
Q4 2021$839,0007,4850.11%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Piedmont Capital Management, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders