KCM INVESTMENT ADVISORS LLC - 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
KCM INVESTMENT ADVISORS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,566,845
-2.4%
15,165
+0.2%
0.07%
+6.2%
Q2 2023$1,605,701
-21.9%
15,138
-22.3%
0.06%
-22.9%
Q1 2023$2,055,718
+126405.7%
19,485
+29.7%
0.08%
+18.6%
Q4 2022$1,625
-99.9%
15,021
-15.7%
0.07%
-10.3%
Q3 2022$1,690,000
-3.8%
17,809
+3.1%
0.08%
+1.3%
Q2 2022$1,756,000
+10.2%
17,271
+21.7%
0.08%
+32.8%
Q1 2022$1,594,000
-1.5%
14,196
-1.7%
0.06%
+3.6%
Q4 2021$1,619,000
+8.8%
14,440
+0.3%
0.06%
-5.1%
Q3 2021$1,488,000
-1.1%
14,394
+0.2%
0.06%
-3.3%
Q2 2021$1,505,000
+9.4%
14,366
+5.5%
0.06%0.0%
Q1 2021$1,376,000
+9.8%
13,614
-0.5%
0.06%
+1.7%
Q4 2020$1,253,000
-9.5%
13,689
-20.0%
0.06%
-22.1%
Q3 2020$1,385,000
-17.3%
17,115
-19.4%
0.08%
-18.1%
Q2 2020$1,674,000
-3.1%
21,239
-13.0%
0.09%
-19.0%
Q1 2020$1,727,000
-53.6%
24,411
-38.5%
0.12%
-42.6%
Q4 2019$3,720,000
+5.9%
39,701
+0.2%
0.20%
-1.0%
Q3 2019$3,514,000
+5.7%
39,608
+4.2%
0.20%
+2.5%
Q2 2019$3,323,000
+7.5%
38,025
+5.4%
0.20%
-0.5%
Q1 2019$3,090,000
+9.7%
36,078
-0.1%
0.20%
+7.5%
Q4 2018$2,816,000
-5.9%
36,110
+5.0%
0.19%
+8.8%
Q3 2018$2,994,000
+5.0%
34,375
+0.1%
0.17%
-2.8%
Q2 2018$2,852,000
-57.4%
34,340
-57.7%
0.18%
-13.3%
Q1 2018$6,696,000
+80.7%
81,168
+87.6%
0.20%
-6.5%
Q4 2017$3,705,000
+11.8%
43,272
+5.8%
0.22%
+6.9%
Q3 2017$3,314,000
+3.9%
40,884
+0.2%
0.20%
+1.5%
Q2 2017$3,189,000
+2.1%
40,795
+1.5%
0.20%0.0%
Q1 2017$3,122,000
+2.7%
40,204
+0.2%
0.20%
-2.4%
Q4 2016$3,040,000
+22.3%
40,122
+16.4%
0.20%
+20.6%
Q3 2016$2,486,000
-1.3%
34,467
-2.2%
0.17%
-3.4%
Q2 2016$2,519,000
+7.3%
35,250
+3.7%
0.18%
+1.7%
Q1 2016$2,348,000
+43.5%
34,007
+38.7%
0.17%
+34.1%
Q4 2015$1,636,000
+10.1%
24,516
+3.4%
0.13%
+4.9%
Q3 2015$1,486,000
-0.6%
23,711
+6.8%
0.12%
+3.4%
Q2 2015$1,495,000
-11.6%
22,204
-10.3%
0.12%
-11.9%
Q1 2015$1,691,000
-8.0%
24,755
-7.4%
0.14%
-12.9%
Q4 2014$1,839,000
+7.9%
26,744
+4.2%
0.16%
-0.6%
Q3 2014$1,704,000
-3.5%
25,661
-3.6%
0.16%
-5.5%
Q2 2014$1,765,000
+11.5%
26,610
+6.1%
0.16%
+0.6%
Q1 2014$1,583,000
+352.3%
25,084
+346.7%
0.16%
+331.6%
Q4 2013$350,000
+8.7%
5,615
+0.2%
0.04%0.0%
Q3 2013$322,000
+5.9%
5,602
+3.8%
0.04%
+2.7%
Q2 2013$304,0005,3950.04%
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