MAI Capital Management - VANGUARD WHITEHALL FDS ownership

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%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,521,610
+2.0%
24,406
+4.7%
0.04%
+2.8%
Q2 2023$2,472,443
+3.2%
23,310
+2.7%
0.04%
-5.3%
Q1 2023$2,395,612
-9.9%
22,707
-7.6%
0.04%
-15.6%
Q4 2022$2,660,266
+21.6%
24,584
+6.6%
0.04%
+9.8%
Q3 2022$2,188,000
+1.7%
23,061
+9.0%
0.04%0.0%
Q2 2022$2,152,000
-8.1%
21,163
+1.4%
0.04%
+2.5%
Q1 2022$2,342,000
+66.8%
20,863
+66.6%
0.04%
+73.9%
Q4 2021$1,404,000
+71.0%
12,520
+57.6%
0.02%
+43.8%
Q3 2021$821,000
+0.9%
7,942
+2.2%
0.02%0.0%
Q2 2021$814,000
+8.2%
7,768
+4.5%
0.02%
-5.9%
Q1 2021$752,000
+261.5%
7,434
+212.2%
0.02%
+88.9%
Q2 2019$208,0002,3810.01%
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