LPL Financial LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$532,325,790
+3.4%
5,152,205
+6.1%
0.37%
+1.4%
Q2 2023$514,870,968
+0.7%
4,854,068
+0.1%
0.37%
-7.5%
Q1 2023$511,455,378
+1.5%
4,847,919
+4.1%
0.40%
-7.7%
Q4 2022$503,912,582
+17.6%
4,656,802
+3.1%
0.43%
+4.4%
Q3 2022$428,424,000
-4.4%
4,515,430
+2.5%
0.41%
-3.1%
Q2 2022$448,140,000
-5.6%
4,406,493
+4.1%
0.43%
+4.4%
Q1 2022$474,923,000
+8.8%
4,230,939
+8.7%
0.41%
+11.5%
Q4 2021$436,313,000
+15.9%
3,891,825
+6.9%
0.37%
+3.7%
Q3 2021$376,362,000
+3.7%
3,641,628
+5.2%
0.35%
-3.8%
Q2 2021$362,775,000
+11.8%
3,462,581
+7.9%
0.37%
-1.6%
Q1 2021$324,495,000
+13.3%
3,209,963
+2.5%
0.37%
+0.5%
Q4 2020$286,484,000
+12.9%
3,130,631
-0.2%
0.37%
-6.3%
Q3 2020$253,763,000
+1.0%
3,135,587
-1.6%
0.40%
-9.6%
Q2 2020$251,132,000
+10.3%
3,187,765
-1.0%
0.44%
-10.8%
Q1 2020$227,761,000
-24.3%
3,219,234
+0.2%
0.49%
-10.4%
Q4 2019$301,028,000
+13.0%
3,212,338
+7.0%
0.55%
+1.1%
Q3 2019$266,310,000
+5.7%
3,001,357
+4.0%
0.54%
+0.9%
Q2 2019$252,056,000
+11.9%
2,884,600
+9.7%
0.54%
+4.9%
Q1 2019$225,231,000
+17.9%
2,629,356
+7.4%
0.51%
+0.8%
Q4 2018$190,969,000
-5.4%
2,448,631
+5.6%
0.51%
+5.0%
Q3 2018$201,861,000
+15.7%
2,317,839
+10.3%
0.48%
+5.7%
Q2 2018$174,466,000
+1.1%
2,100,739
+0.4%
0.46%
-3.6%
Q1 2018$172,547,000
+0.8%
2,091,732
+4.7%
0.48%
-8.8%
Q4 2017$171,103,000
+24.5%
1,998,172
+17.9%
0.52%
+7.4%
Q3 2017$137,411,000
+4.6%
1,694,972
+0.8%
0.48%
-2.6%
Q2 2017$131,403,000
+4.8%
1,681,211
+3.9%
0.50%
-41.7%
Q1 2017$125,349,000
+9.8%
1,618,209
+7.9%
0.85%
-1.6%
Q4 2016$114,184,000
+14.2%
1,499,161
+7.1%
0.87%
-8.6%
Q3 2016$100,009,000
+0.8%
1,399,777
+0.8%
0.95%
+13.4%
Q2 2016$99,241,000
-44.0%
1,388,566
-46.3%
0.84%
+70.0%
Q1 2016$177,074,000
+11.1%
2,585,315
+7.5%
0.49%
+11.5%
Q4 2015$159,408,000
+113.0%
2,404,960
+108.3%
0.44%
+7.3%
Q3 2015$74,851,000
-14.4%
1,154,778
-10.8%
0.41%
-7.0%
Q2 2015$87,458,000
-8.1%
1,294,325
-7.7%
0.44%
-8.8%
Q1 2015$95,158,000
+16.7%
1,402,273
+18.2%
0.49%
+9.0%
Q4 2014$81,534,000
+23.8%
1,185,947
+18.2%
0.45%
+13.5%
Q3 2014$65,850,000
-3.2%
1,003,658
-2.2%
0.39%
-0.8%
Q2 2014$68,057,000
+14.2%
1,026,269
+8.7%
0.40%
+8.2%
Q1 2014$59,600,000
+4.5%
944,232
+3.2%
0.37%
+2.8%
Q4 2013$57,045,000
+8.0%
915,350
+1.3%
0.36%
+1.4%
Q3 2013$52,807,000
+14.7%
903,766
+10.7%
0.35%
+6.0%
Q2 2013$46,027,000816,5240.33%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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