BALASA DINVERNO & FOLTZ LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$215,000
-4.9%
1,912
-5.3%
0.01%
-6.7%
Q4 2021$226,000
+8.1%
2,0200.0%0.02%0.0%
Q3 2021$209,000
-7.9%
2,020
-6.7%
0.02%
-6.2%
Q2 2021$227,000
-24.8%
2,164
-27.6%
0.02%
-33.3%
Q1 2021$302,000
-32.6%
2,991
-38.9%
0.02%
-35.1%
Q4 2020$448,000
+13.1%
4,8950.0%0.04%
-2.6%
Q3 2020$396,000
+24.5%
4,895
+8.8%
0.04%
-5.0%
Q1 2020$318,000
-24.6%
4,5000.0%0.04%
-11.1%
Q4 2019$422,000
+5.8%
4,5000.0%0.04%
-2.2%
Q3 2019$399,000
+1.5%
4,5000.0%0.05%0.0%
Q2 2019$393,000
+2.1%
4,5000.0%0.05%0.0%
Q1 2019$385,000
+9.7%
4,5000.0%0.05%
+4.5%
Q4 2018$351,000
-10.5%
4,5000.0%0.04%0.0%
Q3 2018$392,000
+4.8%
4,5000.0%0.04%
-18.5%
Q2 2018$374,000
+0.8%
4,5000.0%0.05%
-3.6%
Q1 2018$371,000
-3.6%
4,5000.0%0.06%
-1.8%
Q4 2017$385,000
+5.5%
4,5000.0%0.06%0.0%
Q3 2017$365,000
+3.7%
4,5000.0%0.06%0.0%
Q2 2017$352,000
+0.9%
4,5000.0%0.06%
-3.4%
Q1 2017$349,000
-2.8%
4,500
-5.0%
0.06%
-3.3%
Q4 2016$359,000
+5.0%
4,7360.0%0.06%
-1.6%
Q3 2016$342,000
+1.2%
4,7360.0%0.06%
+3.3%
Q2 2016$338,000
+8.7%
4,736
+5.2%
0.06%
+7.1%
Q1 2016$311,000
+3.7%
4,5000.0%0.06%
+12.0%
Q4 2015$300,000
+6.4%
4,5000.0%0.05%0.0%
Q3 2015$282,000
-6.9%
4,5000.0%0.05%
+2.0%
Q2 2015$303,000
-1.3%
4,5000.0%0.05%
+11.4%
Q1 2015$307,000
-0.6%
4,5000.0%0.04%0.0%
Q4 2014$309,000
+25.6%
4,500
+21.6%
0.04%
+18.9%
Q3 2014$246,000
+0.4%
3,7000.0%0.04%
+32.1%
Q2 2014$245,0003,7000.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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