LGT Financial Advisors LLC - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

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Quarter-by-quarter ownership
LGT Financial Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$373,922
-2.5%
3,619
+0.1%
0.48%
+16.4%
Q2 2023$383,343
+51.7%
3,614
+50.9%
0.41%
-13.2%
Q1 2023$252,697
+1.7%
2,395
+4.3%
0.47%
+61.0%
Q4 2022$248,450–2,296–0.29%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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