HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,460,916
-14.6%
14,140
-12.4%
0.06%
-11.1%
Q2 2023$1,711,409
+5.9%
16,135
+5.3%
0.07%
-1.4%
Q1 2023$1,616,544
+44079.9%
15,323
-54.7%
0.07%
-25.5%
Q4 2022$3,659
-99.8%
33,812
+89.8%
0.10%
-13.3%
Q3 2022$1,690,000
+37.3%
17,815
+47.2%
0.11%
+24.2%
Q2 2022$1,231,000
-39.9%
12,102
-33.6%
0.09%
-18.8%
Q1 2022$2,047,000
-5.5%
18,236
-5.7%
0.11%
+1.8%
Q4 2021$2,167,000
+16.3%
19,329
+7.1%
0.11%
+6.8%
Q3 2021$1,864,000
-5.0%
18,040
-3.7%
0.10%
-4.6%
Q2 2021$1,963,000
-5.2%
18,737
-8.6%
0.11%
-12.2%
Q1 2021$2,071,000
+34.0%
20,490
+21.3%
0.12%
+28.1%
Q4 2020$1,546,000
+29.9%
16,891
+14.8%
0.10%
+12.9%
Q3 2020$1,190,000
-3.3%
14,710
-5.8%
0.08%
-6.6%
Q2 2020$1,231,000
+15.2%
15,621
+3.4%
0.09%
-12.5%
Q1 2020$1,069,000
-32.7%
15,112
-10.9%
0.10%
-25.2%
Q4 2019$1,589,000
+9.0%
16,957
+3.2%
0.14%0.0%
Q3 2019$1,458,000
+9.9%
16,429
+8.1%
0.14%
+8.6%
Q2 2019$1,327,000
+15.7%
15,193
+13.4%
0.13%
+11.3%
Q1 2019$1,147,000
+18.6%
13,394
+8.0%
0.12%
+3.6%
Q4 2018$967,000
-3.0%
12,403
+8.3%
0.11%
-0.9%
Q3 2018$997,000
+0.6%
11,450
-4.0%
0.11%
-1.8%
Q2 2018$991,000
-13.0%
11,930
-13.6%
0.11%
-20.3%
Q1 2018$1,139,000
+5.0%
13,811
+9.0%
0.14%
+11.7%
Q4 2017$1,085,000
+187.8%
12,672
+172.6%
0.13%
+124.6%
Q3 2017$377,000
-1.8%
4,649
-5.3%
0.06%
-8.1%
Q2 2017$384,000
+29.7%
4,908
+28.7%
0.06%
+24.0%
Q1 2017$296,000
-35.2%
3,815
-36.8%
0.05%
-39.8%
Q4 2016$457,000
+18.1%
6,037
+12.5%
0.08%
+7.8%
Q3 2016$387,000
+2.9%
5,365
+1.8%
0.08%
-3.8%
Q2 2016$376,000
+38.7%
5,268
+34.0%
0.08%
+25.0%
Q1 2016$271,0003,9300.06%
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