PROVENCE WEALTH MANAGEMENT GROUP - 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
PROVENCE WEALTH MANAGEMENT GROUP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$601,033
-12.7%
5,817
-10.3%
0.37%
-8.9%
Q2 2023$688,190
-1.5%
6,488
-2.1%
0.40%
-13.1%
Q1 2023$698,895
-1.9%
6,625
+0.6%
0.46%
-20.0%
Q4 2022$712,415
+35.2%
6,584
+18.5%
0.58%
-15.6%
Q3 2022$527,000
-6.7%
5,557
+0.1%
0.69%
-7.3%
Q2 2022$565,000
-9.3%
5,5540.0%0.74%
+4.1%
Q1 2022$623,0000.0%5,5540.0%0.71%
+1.3%
Q4 2021$623,0005,5540.70%
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