HB Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,138,825
-4.0%
59,416
-1.4%
0.10%
-2.9%
Q2 2023$6,394,180
-1.2%
60,283
-1.7%
0.10%
-8.9%
Q1 2023$6,469,575
-2.2%
61,323
+0.3%
0.11%
-6.7%
Q4 2022$6,618,194
+17.5%
61,161
+3.0%
0.12%0.0%
Q3 2022$5,632,000
+36.1%
59,359
+45.9%
0.12%
+41.2%
Q2 2022$4,138,000
+119.1%
40,689
+141.8%
0.08%
+142.9%
Q1 2022$1,889,000
+9.3%
16,829
+9.1%
0.04%0.0%
Q4 2021$1,729,00015,4210.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
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%
Coco Enterprises, 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