J.P. Morgan Private Wealth Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$76,708,520
-8.0%
742,436
-5.6%
0.22%
-49.4%
Q2 2023$83,413,858
-28.5%
786,404
-28.9%
0.43%
+75.3%
Q1 2023$116,638,585
-8.4%
1,105,579
-6.0%
0.25%
-13.0%
Q4 2022$127,297,378
+31.7%
1,176,392
+15.5%
0.28%
+12.3%
Q3 2022$96,667,000
-2.2%
1,018,834
+4.9%
0.25%0.0%
Q2 2022$98,817,000
-3.0%
971,648
+7.1%
0.25%
+14.5%
Q1 2022$101,856,000
+30.3%
907,406
+30.2%
0.22%
+31.5%
Q4 2021$78,145,000
+8.6%
697,037
+0.1%
0.17%
-4.5%
Q3 2021$71,961,000
+9.9%
696,281
+11.4%
0.18%
+4.1%
Q2 2021$65,468,000
+38.8%
624,872
+33.9%
0.17%
+10.5%
Q1 2021$47,170,000
+12.8%
466,616
+2.1%
0.15%
+12.5%
Q4 2020$41,812,000
+17.0%
456,917
+3.4%
0.14%
-2.2%
Q3 2020$35,752,000
+3.5%
441,761
+0.7%
0.14%
-12.0%
Q2 2020$34,543,000
+21.5%
438,476
+9.2%
0.16%
-1.9%
Q1 2020$28,419,000
-28.8%
401,685
-5.7%
0.16%
-11.0%
Q4 2019$39,928,000
+15.4%
426,077
+9.3%
0.18%
+0.6%
Q3 2019$34,596,000
+24.6%
389,906
+22.7%
0.18%
+18.4%
Q2 2019$27,772,000
-2.4%
317,830
-4.4%
0.15%
+2.7%
Q1 2019$28,468,000
+11.6%
332,336
+1.6%
0.15%
-4.5%
Q4 2018$25,503,000
-5.0%
327,009
+6.1%
0.16%
+18.3%
Q3 2018$26,842,000
+3.1%
308,210
-1.7%
0.13%
-10.3%
Q2 2018$26,047,000
-14.8%
313,631
-15.4%
0.15%
-29.5%
Q1 2018$30,569,000
-4.7%
370,573
-1.1%
0.21%
-1.9%
Q4 2017$32,093,000
+6.7%
374,788
+1.1%
0.21%
-2.3%
Q3 2017$30,066,000
+11.3%
370,861
+7.3%
0.22%
+5.4%
Q2 2017$27,012,000
+5.3%
345,599
+4.6%
0.20%
+3.0%
Q1 2017$25,657,000
+69.3%
330,421
+65.2%
0.20%
+50.8%
Q4 2016$15,151,000
+33.6%
199,965
+27.2%
0.13%
+24.5%
Q3 2016$11,342,000
+14.3%
157,223
+13.2%
0.11%
+10.4%
Q2 2016$9,923,000
-4.4%
138,852
-7.6%
0.10%
-3.0%
Q1 2016$10,378,000
+75.0%
150,318
+69.2%
0.10%
+62.3%
Q4 2015$5,931,000
+53.3%
88,842
+43.9%
0.06%
+24.5%
Q3 2015$3,868,000
-1.4%
61,736
+6.0%
0.05%
+8.9%
Q2 2015$3,921,000
+5.4%
58,248
+6.9%
0.04%
+7.1%
Q1 2015$3,721,000
+57.9%
54,481
+59.0%
0.04%
+50.0%
Q4 2014$2,356,000
+4.9%
34,262
+1.3%
0.03%
-3.4%
Q3 2014$2,245,000
+77.6%
33,811
+77.3%
0.03%
+38.1%
Q2 2014$1,264,000
-1.9%
19,065
-6.6%
0.02%
-12.5%
Q1 2014$1,289,000
+52.7%
20,411
+50.7%
0.02%
+41.2%
Q4 2013$844,000
+190.0%
13,544
+167.3%
0.02%
+142.9%
Q3 2013$291,000
+37.3%
5,067
+34.5%
0.01%
+40.0%
Q2 2013$212,0003,7670.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2018
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