GRIMES & COMPANY, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,517,445
+133.6%
14,687
+139.8%
0.06%
+156.5%
Q2 2023$649,570
+9.3%
6,124
+8.7%
0.02%
-4.2%
Q1 2023$594,238
-6.2%
5,633
-3.7%
0.02%
-11.1%
Q4 2022$633,266
+13.9%
5,852
-0.2%
0.03%
-6.9%
Q3 2022$556,000
-6.2%
5,863
+0.5%
0.03%
-3.3%
Q2 2022$593,000
-10.6%
5,832
-1.3%
0.03%
-14.3%
Q1 2022$663,000
-0.2%
5,908
-0.2%
0.04%
+16.7%
Q4 2021$664,000
-1.6%
5,919
-9.4%
0.03%
+3.4%
Q3 2021$675,000
+4.2%
6,532
+5.6%
0.03%
+3.6%
Q2 2021$648,000
+8.4%
6,187
+4.6%
0.03%
-3.4%
Q1 2021$598,000
-8.1%
5,917
-16.8%
0.03%
-14.7%
Q4 2020$651,000
+13.2%
7,115
+0.1%
0.03%
-8.1%
Q3 2020$575,000
+13.2%
7,110
+10.2%
0.04%
+5.7%
Q2 2020$508,000
+7.2%
6,451
-3.6%
0.04%
-18.6%
Q1 2020$474,000
-25.5%
6,695
-1.4%
0.04%
+2.4%
Q4 2019$636,000
+4.4%
6,788
-1.1%
0.04%
-2.3%
Q3 2019$609,000
+8.6%
6,861
+6.9%
0.04%0.0%
Q2 2019$561,000
-0.9%
6,418
-2.9%
0.04%
-2.3%
Q1 2019$566,000
+7.4%
6,611
-2.2%
0.04%
-13.7%
Q4 2018$527,000
-13.9%
6,757
-3.8%
0.05%
+4.1%
Q3 2018$612,000
-3.6%
7,026
-8.1%
0.05%
-12.5%
Q2 2018$635,000
+0.3%
7,649
-0.3%
0.06%
-8.2%
Q1 2018$633,000
-4.4%
7,669
-0.8%
0.06%
-4.7%
Q4 2017$662,0000.0%7,731
-5.3%
0.06%
-8.6%
Q3 2017$662,000
-3.5%
8,167
-7.0%
0.07%
-9.1%
Q2 2017$686,000
-9.0%
8,783
-9.6%
0.08%
-7.2%
Q1 2017$754,000
-2.3%
9,714
-4.7%
0.08%
-7.8%
Q4 2016$772,000
+2.7%
10,188
-2.3%
0.09%
-10.9%
Q3 2016$752,000
-15.1%
10,425
-15.9%
0.10%
-14.4%
Q2 2016$886,000
-2.7%
12,396
-6.0%
0.12%
+0.9%
Q1 2016$911,000
+2.6%
13,194
-0.9%
0.12%
-2.5%
Q4 2015$888,000
-0.9%
13,309
-7.0%
0.12%
+4.3%
Q3 2015$896,000
-13.5%
14,305
-7.1%
0.12%
-21.2%
Q2 2015$1,036,00015,3910.15%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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