APPLETON PARTNERS INC/MA - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$287
+6.7%
2,573
-1.3%
0.02%
-4.2%
Q3 2023$269
-9.4%
2,608
-7.0%
0.02%
-4.0%
Q2 2023$297
+2.8%
2,803
+2.3%
0.02%
-3.8%
Q1 2023$289
-2.4%
2,7390.0%0.03%
-7.1%
Q4 2022$296
-99.9%
2,739
-48.8%
0.03%
-45.1%
Q2 2022$544,000
-10.1%
5,350
-0.8%
0.05%
+4.1%
Q1 2022$605,000
-17.2%
5,391
-17.3%
0.05%
-10.9%
Q4 2021$731,000
+28.9%
6,519
+18.8%
0.06%
+17.0%
Q3 2021$567,000
-1.4%
5,4880.0%0.05%
-4.1%
Q2 2021$575,000
+3.6%
5,4880.0%0.05%
-5.8%
Q1 2021$555,000
+10.6%
5,4880.0%0.05%
+6.1%
Q4 2020$502,000
+11.1%
5,488
-1.8%
0.05%
-2.0%
Q3 2020$452,000
+2.7%
5,5880.0%0.05%
-5.7%
Q2 2020$440,000
+11.1%
5,588
-0.3%
0.05%
-3.6%
Q1 2020$396,000
-22.7%
5,603
+2.5%
0.06%
-1.8%
Q4 2019$512,000
+5.6%
5,4680.0%0.06%
-5.1%
Q3 2019$485,000
+1.5%
5,4680.0%0.06%0.0%
Q2 2019$478,000
+82.4%
5,468
+62.2%
0.06%
+22.9%
Q1 2017$262,0003,3720.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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