DUMONT & BLAKE INVESTMENT ADVISORS LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,874
-2.7%
47,174
-0.1%
1.65%
+1.3%
Q2 2023$5,007
+0.2%
47,204
-0.4%
1.63%
-3.9%
Q1 2023$4,998
-3.7%
47,378
-1.2%
1.69%
-7.8%
Q4 2022$5,190
-99.9%
47,963
+0.5%
1.84%
+8.4%
Q3 2022$4,530,000
-6.0%
47,747
+0.8%
1.70%
+7.7%
Q2 2022$4,819,000
-7.5%
47,384
+2.1%
1.57%
+10.7%
Q1 2022$5,208,000
+1.2%
46,396
+1.1%
1.42%
+6.0%
Q4 2021$5,147,000
+11.5%
45,910
+2.8%
1.34%
+1.6%
Q3 2021$4,617,000
+2.3%
44,673
+3.7%
1.32%
+2.9%
Q2 2021$4,513,000
+7.2%
43,080
+3.4%
1.28%
-0.7%
Q1 2021$4,211,000
+19.7%
41,659
+8.3%
1.29%
+7.4%
Q4 2020$3,519,000
+13.4%
38,459
+0.3%
1.20%
+2.0%
Q3 2020$3,104,000
+3.2%
38,358
+0.4%
1.18%
-6.2%
Q2 2020$3,009,000
+14.0%
38,192
+2.4%
1.26%
-7.2%
Q1 2020$2,640,000
-24.6%
37,308
-0.1%
1.35%
-1.6%
Q4 2019$3,500,000
+5.4%
37,348
-0.2%
1.38%
-1.5%
Q3 2019$3,320,000
+1.3%
37,412
-0.3%
1.40%
+2.3%
Q2 2019$3,277,000
-0.5%
37,507
-2.4%
1.36%
-2.1%
Q1 2019$3,292,000
+9.3%
38,427
-0.5%
1.39%
-1.3%
Q4 2018$3,013,000
-12.1%
38,637
-1.9%
1.41%
+5.6%
Q3 2018$3,429,000
+3.9%
39,372
-0.9%
1.34%
-3.3%
Q2 2018$3,299,000
-1.1%
39,722
-1.8%
1.38%
-2.7%
Q1 2018$3,336,000
-4.3%
40,442
-0.6%
1.42%
+0.5%
Q4 2017$3,485,000
+4.7%
40,697
-0.9%
1.42%
-0.7%
Q3 2017$3,328,000
+3.2%
41,047
-0.5%
1.42%
-0.3%
Q2 2017$3,225,000
+0.9%
41,262
+0.2%
1.43%
-0.9%
Q1 2017$3,197,000
+3.1%
41,172
+0.6%
1.44%
-0.9%
Q4 2016$3,102,000
+5.0%
40,942
-0.1%
1.46%
+0.3%
Q3 2016$2,955,000
+1.0%
40,967
+0.0%
1.45%
-1.2%
Q2 2016$2,927,000
+2.0%
40,962
-1.4%
1.47%
-1.1%
Q1 2016$2,869,000
+2.6%
41,552
-0.8%
1.48%
+4.1%
Q4 2015$2,797,000
+7.4%
41,902
+0.8%
1.43%
+1.4%
Q3 2015$2,604,000
-7.2%
41,569
-0.3%
1.41%
+2.6%
Q2 2015$2,807,000
+0.1%
41,701
+1.5%
1.37%
+0.8%
Q1 2015$2,805,000
+2.0%
41,076
+2.7%
1.36%0.0%
Q4 2014$2,751,000
+5.0%
40,014
+1.4%
1.36%
+0.7%
Q3 2014$2,620,000
-0.3%
39,454
-0.5%
1.35%
+2.3%
Q2 2014$2,629,000
+6.1%
39,647
+1.0%
1.32%
+2.4%
Q1 2014$2,478,000
+3.4%
39,266
+2.1%
1.29%
+4.3%
Q4 2013$2,397,000
-1.0%
38,467
-8.7%
1.24%
+7.4%
Q3 2013$2,422,00042,1361.15%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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