CLIFFORD SWAN INVESTMENT COUNSEL LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$290,760
+14.0%
2,6870.0%0.01%
+8.3%
Q3 2022$255,000
-7.9%
2,687
-1.5%
0.01%0.0%
Q2 2022$277,000
-15.0%
2,727
-6.1%
0.01%0.0%
Q1 2022$326,000
-34.8%
2,904
-34.9%
0.01%
-33.3%
Q4 2021$500,000
-2.3%
4,464
-5.0%
0.02%
-5.3%
Q3 2021$512,000
+115.1%
4,701
+108.0%
0.02%
+111.1%
Q2 2021$238,000
+4.4%
2,2600.0%0.01%0.0%
Q1 2021$228,000
+10.1%
2,2600.0%0.01%0.0%
Q4 2020$207,000
-4.6%
2,260
-15.7%
0.01%
-10.0%
Q3 2020$217,000
-18.4%
2,682
-20.7%
0.01%
-28.6%
Q2 2020$266,000
+11.3%
3,3820.0%0.01%
-6.7%
Q1 2020$239,000
-32.7%
3,382
-10.8%
0.02%
-11.8%
Q4 2019$355,000
+11.3%
3,792
+5.6%
0.02%0.0%
Q3 2019$319,000
+1.6%
3,5920.0%0.02%0.0%
Q2 2019$314,000
-26.6%
3,592
-28.0%
0.02%
-26.1%
Q1 2019$428,000
+50.2%
4,992
+36.4%
0.02%
+35.3%
Q4 2018$285,000
+6.7%
3,660
+19.6%
0.02%
+21.4%
Q3 2018$267,000
-4.3%
3,060
-8.8%
0.01%
-12.5%
Q2 2018$279,000
-20.5%
3,356
-21.2%
0.02%
-20.0%
Q1 2018$351,000
-3.8%
4,2600.0%0.02%0.0%
Q4 2017$365,000
+8.3%
4,260
+2.4%
0.02%0.0%
Q3 2017$337,000
+3.7%
4,1600.0%0.02%0.0%
Q2 2017$325,000
+8.3%
4,160
+7.8%
0.02%
+5.3%
Q1 2017$300,000
+5.3%
3,860
+2.7%
0.02%0.0%
Q4 2016$285,000
+8.0%
3,760
+2.7%
0.02%
+5.6%
Q3 2016$264,0003,6600.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
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