MARSHALL FINANCIAL GROUP INC /ADV - 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
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$544,578
+4.3%
5,271
+7.1%
0.22%
+11.0%
Q2 2023$521,977
-4.3%
4,921
-4.8%
0.20%
-9.9%
Q1 2023$545,325
-9.5%
5,169
-7.2%
0.22%
-14.3%
Q4 2022$602,551
+15.0%
5,568
+0.8%
0.26%
+4.4%
Q3 2022$524,000
-6.3%
5,524
+0.6%
0.25%
-2.4%
Q2 2022$559,000
-8.8%
5,492
+0.6%
0.25%
+4.1%
Q1 2022$613,000
+0.7%
5,460
+0.4%
0.24%
+3.4%
Q4 2021$609,000
+9.1%
5,436
+0.6%
0.24%
+0.4%
Q3 2021$558,000
-1.2%
5,403
+0.3%
0.24%
-2.1%
Q2 2021$565,000
+4.1%
5,389
+0.2%
0.24%
-2.8%
Q1 2021$543,000
+10.6%
5,376
+0.2%
0.25%
+2.9%
Q4 2020$491,000
+13.4%
5,363
+0.3%
0.24%
-6.2%
Q3 2020$433,000
-3.3%
5,346
-6.0%
0.26%
-13.8%
Q2 2020$448,000
+11.7%
5,689
+0.4%
0.30%
-8.3%
Q1 2020$401,000
-24.2%
5,665
+0.3%
0.32%
-9.2%
Q4 2019$529,000
+6.0%
5,647
+0.3%
0.36%
-6.1%
Q3 2019$499,000
+1.8%
5,629
+0.3%
0.38%
+1.6%
Q2 2019$490,000
+2.3%
5,610
+0.3%
0.37%
-4.6%
Q1 2019$479,000
+10.1%
5,595
+0.3%
0.39%
-4.9%
Q4 2018$435,0005,5790.41%
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