SIGMA INVESTMENT COUNSELORS INC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
SIGMA INVESTMENT COUNSELORS INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$9,537,159
-4.4%
92,307
-1.8%
0.72%
-1.8%
Q2 2023$9,973,708
+0.2%
94,029
-0.4%
0.73%
-5.2%
Q1 2023$9,955,147
-12.7%
94,362
-10.4%
0.77%
-17.5%
Q4 2022$11,398,634
+5.3%
105,338
-7.7%
0.94%
+1.5%
Q3 2022$10,828,000
-7.1%
114,128
-0.5%
0.92%
-2.8%
Q2 2022$11,660,000
-10.4%
114,653
-1.1%
0.95%
+1.7%
Q1 2022$13,018,000
-40.1%
115,970
-40.2%
0.93%
-38.6%
Q4 2021$21,742,000
+7.0%
193,931
-1.4%
1.52%
+0.9%
Q3 2021$20,329,000
-1.9%
196,696
-0.5%
1.51%
-3.0%
Q2 2021$20,719,000
+2.4%
197,758
-1.2%
1.55%
-5.4%
Q1 2021$20,228,000
+5.4%
200,103
-4.5%
1.64%
-0.6%
Q4 2020$19,184,000
+69.6%
209,636
+50.0%
1.65%
-25.0%
Q3 2020$11,308,000
-38.5%
139,727
-40.1%
2.20%
+12.9%
Q2 2020$18,374,000
+10.5%
233,230
-0.8%
1.95%
-8.0%
Q1 2020$16,626,000
-21.7%
234,997
+3.7%
2.12%
-4.8%
Q4 2019$21,235,000
+6.3%
226,600
+0.7%
2.23%
-2.0%
Q3 2019$19,974,000
+3.7%
225,115
+2.1%
2.27%
+0.4%
Q2 2019$19,260,000
+1.8%
220,419
-0.2%
2.26%
-2.4%
Q1 2019$18,912,000
+8.5%
220,775
-1.2%
2.32%
-4.5%
Q4 2018$17,430,000
-11.8%
223,485
-1.5%
2.43%
-1.2%
Q3 2018$19,761,000
-1.2%
226,903
-5.8%
2.46%
-7.2%
Q2 2018$20,005,000
-1.7%
240,885
-2.4%
2.65%
-4.2%
Q1 2018$20,354,000
-6.8%
246,750
-3.2%
2.76%
-7.4%
Q4 2017$21,835,000
+2.8%
254,988
-2.7%
2.98%
-1.2%
Q3 2017$21,235,000
+5.1%
261,930
+1.3%
3.02%
-2.6%
Q2 2017$20,202,000
+0.2%
258,476
-0.4%
3.10%
-3.3%
Q1 2017$20,159,000
-1.0%
259,608
-3.4%
3.21%
-1.6%
Q4 2016$20,364,000
+3.8%
268,764
-1.1%
3.26%
+0.6%
Q3 2016$19,612,000
+6.1%
271,862
+5.1%
3.24%
+2.8%
Q2 2016$18,491,000
+10.6%
258,757
+6.8%
3.15%
+6.5%
Q1 2016$16,723,000
+10.0%
242,222
+6.3%
2.96%
+5.9%
Q4 2015$15,209,000
+1.6%
227,846
-4.6%
2.80%
-3.5%
Q3 2015$14,963,000
-12.3%
238,831
-5.7%
2.90%
-8.5%
Q2 2015$17,056,000
-4.8%
253,363
-3.4%
3.17%
-5.5%
Q1 2015$17,910,000
+13.8%
262,223
+14.5%
3.35%
+12.4%
Q4 2014$15,740,000
+7.5%
228,940
+3.9%
2.98%
+5.4%
Q3 2014$14,636,000
+2.8%
220,391
+2.6%
2.83%
+1.7%
Q2 2014$14,238,000
+4.6%
214,707
-0.4%
2.78%
+1.0%
Q1 2014$13,613,000
+4.1%
215,673
+2.8%
2.75%
-2.3%
Q4 2013$13,078,000
+6.5%
209,852
-1.8%
2.82%
-0.7%
Q3 2013$12,284,000
-6.8%
213,664
-8.6%
2.84%
-17.3%
Q2 2013$13,177,000233,7643.43%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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