ProVise Management Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$877,085
-11.4%
8,489
-9.0%
0.08%
-8.9%
Q2 2023$989,517
+0.1%
9,329
-0.5%
0.09%
-5.3%
Q1 2023$988,754
-10.4%
9,372
-8.1%
0.10%
-15.2%
Q4 2022$1,103,874
+6.0%
10,201
-7.0%
0.11%
-3.4%
Q3 2022$1,041,000
-8.1%
10,968
-1.5%
0.12%
-4.1%
Q2 2022$1,133,000
-12.3%
11,136
-3.2%
0.12%
-0.8%
Q1 2022$1,292,000
-0.8%
11,509
-0.9%
0.12%
+3.4%
Q4 2021$1,303,000
-24.2%
11,619
-30.1%
0.12%
-30.6%
Q3 2021$1,718,000
-13.9%
16,624
-12.7%
0.17%
-16.7%
Q2 2021$1,995,000
+6.2%
19,041
+2.5%
0.20%
+1.0%
Q1 2021$1,878,000
-13.5%
18,576
-21.7%
0.20%
-19.5%
Q4 2020$2,171,000
+10.4%
23,727
-2.3%
0.25%
-4.6%
Q3 2020$1,966,000
+1.6%
24,295
-1.1%
0.26%
-5.4%
Q2 2020$1,935,000
+2.4%
24,562
-8.0%
0.28%
-12.3%
Q1 2020$1,889,000
-26.4%
26,695
-2.5%
0.32%
+0.3%
Q4 2019$2,565,000
+6.9%
27,370
+1.2%
0.32%
-0.6%
Q3 2019$2,400,000
-7.0%
27,049
-8.4%
0.32%
-8.1%
Q2 2019$2,581,000
+2.1%
29,538
+0.1%
0.35%
-2.5%
Q1 2019$2,528,000
+7.7%
29,514
-1.9%
0.36%
-4.3%
Q4 2018$2,347,000
-8.5%
30,096
+2.2%
0.37%
+10.1%
Q3 2018$2,564,000
+10.1%
29,439
+5.0%
0.34%
+92.6%
Q2 2018$2,329,000
-12.3%
28,046
-12.9%
0.18%
-55.2%
Q1 2018$2,656,000
-13.9%
32,202
-10.6%
0.39%
-11.5%
Q4 2017$3,083,000
+5.9%
36,009
+0.3%
0.44%
+4.7%
Q3 2017$2,911,000
+2.3%
35,908
-1.4%
0.42%
-2.3%
Q2 2017$2,846,000
-1.6%
36,409
-2.2%
0.43%
-6.9%
Q1 2017$2,892,000
+6.8%
37,241
+4.2%
0.46%
+0.7%
Q4 2016$2,708,000
-4.8%
35,744
-9.3%
0.46%
-6.5%
Q3 2016$2,845,000
-0.1%
39,427
-1.1%
0.49%
-5.9%
Q2 2016$2,847,000
+3.3%
39,848
-0.2%
0.52%
-7.4%
Q1 2016$2,756,000
+151.2%
39,918
+142.9%
0.57%
+146.1%
Q4 2015$1,097,00016,4370.23%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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