Essex Financial Services, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$14,967,332
+0.3%
144,864
+3.0%
1.73%
+2.2%
Q2 2023$14,916,346
-0.1%
140,627
-0.6%
1.70%
+7.9%
Q1 2023$14,931,999
+103992.0%
141,536
+6.8%
1.57%
+3.4%
Q4 2022$14,345
-99.9%
132,575
+3.2%
1.52%
+4.6%
Q3 2022$12,194,000
-13.8%
128,517
-7.6%
1.45%
-7.7%
Q2 2022$14,138,000
-51.9%
139,018
-46.9%
1.57%
+10.0%
Q1 2022$29,382,000
+107.0%
261,916
+106.9%
1.43%
+2.0%
Q4 2021$14,193,000
+10.1%
126,602
+1.5%
1.40%
-4.8%
Q3 2021$12,894,000
+63.4%
124,761
+59.8%
1.47%
+29.0%
Q2 2021$7,890,0000.0%78,0510.0%1.14%
-19.2%
Q1 2021$7,890,000
+32.4%
78,051
+19.9%
1.42%
+20.0%
Q4 2020$5,957,000
+29.0%
65,095
+14.1%
1.18%
+4.0%
Q3 2020$4,618,000
+75.6%
57,062
+70.9%
1.13%
+39.8%
Q2 2020$2,630,000
+26.3%
33,381
+13.4%
0.81%
+9.3%
Q1 2020$2,082,000
-9.9%
29,433
+19.3%
0.74%
+16.3%
Q4 2019$2,312,000
+32.7%
24,670
+25.6%
0.64%
+13.7%
Q3 2019$1,742,000
+7.2%
19,635
+5.6%
0.56%
+16.9%
Q2 2019$1,625,000
+24.3%
18,602
+21.9%
0.48%
+21.5%
Q1 2019$1,307,000
+28.5%
15,262
+17.1%
0.40%
+27.0%
Q4 2018$1,017,000
+14.8%
13,035
+28.1%
0.31%
+59.5%
Q3 2018$886,000
+26.0%
10,174
+20.2%
0.20%
+15.4%
Q2 2018$703,000
-80.7%
8,461
-80.9%
0.17%
-76.4%
Q1 2018$3,650,000
+1077.4%
44,245
+1123.3%
0.72%
+867.6%
Q4 2017$310,000
+6.5%
3,617
+0.8%
0.07%
+4.2%
Q3 2017$291,000
-89.0%
3,589
-89.4%
0.07%
-87.3%
Q2 2017$2,657,000
+8.2%
34,000
+7.5%
0.56%
-0.7%
Q1 2017$2,455,000
+14.5%
31,615
+11.7%
0.56%
+22.6%
Q4 2016$2,145,000
+22.4%
28,313
+16.5%
0.46%
+10.3%
Q3 2016$1,752,000
+3.1%
24,312
+2.2%
0.42%
+1.5%
Q2 2016$1,700,000
+80.1%
23,796
+74.0%
0.41%
+75.6%
Q1 2016$944,000
+6.5%
13,676
+3.0%
0.23%
+9.9%
Q4 2015$886,000
+41.1%
13,280
+32.5%
0.21%
+30.7%
Q3 2015$628,000
+64.8%
10,022
+76.8%
0.16%
+66.3%
Q2 2015$381,000
+24.5%
5,668
+26.3%
0.10%
+24.1%
Q1 2015$306,0004,4870.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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