WHALEROCK POINT PARTNERS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$464,837
-1.6%
4,499
+1.0%
0.16%
+0.6%
Q2 2023$472,330
+0.5%
4,4530.0%0.16%
-8.6%
Q1 2023$469,791
-2.5%
4,4530.0%0.18%
-10.7%
Q4 2022$481,859
+13.9%
4,4530.0%0.20%
+5.4%
Q3 2022$423,000
-6.6%
4,4530.0%0.19%
-2.6%
Q2 2022$453,000
-99.9%
4,4530.0%0.19%
+7.9%
Q1 2022$499,849,000
+0.1%
4,4530.0%0.18%
+3.5%
Q4 2021$499,226,000
+108427.4%
4,4530.0%0.17%
-3.9%
Q3 2021$460,000
-99.9%
4,4530.0%0.18%
-0.6%
Q2 2021$466,541,000
+3.6%
4,4530.0%0.18%
-9.6%
Q1 2021$450,154,000
+110502.9%
4,4530.0%0.20%
+2.6%
Q4 2020$407,000
-99.9%
4,453
+1136.9%
0.19%
-3.0%
Q3 2020$360,381,000
+102572.6%
360
-91.9%
0.20%
-3.9%
Q2 2020$351,000
+11.4%
4,4530.0%0.21%
-8.0%
Q1 2020$315,000
-24.5%
4,4530.0%0.22%
+1.4%
Q4 2019$417,000
+5.6%
4,4530.0%0.22%
+4.2%
Q3 2019$395,000
+1.5%
4,4530.0%0.21%
-4.1%
Q2 2019$389,000
+2.1%
4,4530.0%0.22%
-10.8%
Q1 2019$381,000
+9.8%
4,4530.0%0.25%
-22.9%
Q4 2018$347,000
-10.6%
4,4530.0%0.32%
+14.5%
Q3 2018$388,000
+4.9%
4,4530.0%0.28%
-4.7%
Q2 2018$370,000
+0.8%
4,4530.0%0.30%
+150.8%
Q1 2018$367,000
-3.7%
4,4530.0%0.12%
-2.5%
Q4 2017$381,000
+29.6%
4,453
+22.9%
0.12%
+16.3%
Q3 2017$294,000
+3.9%
3,6230.0%0.10%0.0%
Q2 2017$283,000
-3.4%
3,623
-4.0%
0.10%
-4.6%
Q1 2017$293,000
+8.5%
3,773
+5.8%
0.11%
+2.8%
Q4 2016$270,000
+5.1%
3,5670.0%0.11%0.0%
Q3 2016$257,0003,5670.11%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2016
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