INTERACTIVE FINANCIAL ADVISORS, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
INTERACTIVE FINANCIAL ADVISORS, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,196,695
-8.3%
11,582
-5.8%
0.81%
-8.9%
Q2 2023$1,304,572
-0.1%
12,299
-0.6%
0.89%
+5.9%
Q1 2023$1,305,312
-2.9%
12,372
-0.5%
0.84%
+3.8%
Q4 2022$1,344,952
+15.3%
12,429
+1.1%
0.81%
+19.1%
Q3 2022$1,166,000
-6.3%
12,292
+1.1%
0.68%
+8.1%
Q2 2022$1,245,000
-6.2%
12,154
+3.6%
0.63%
+0.6%
Q1 2022$1,328,000
-8.4%
11,733
-9.3%
0.62%
+12.5%
Q4 2021$1,450,000
+7.3%
12,937
-1.0%
0.55%
-6.3%
Q3 2021$1,351,000
-2.2%
13,064
-0.9%
0.59%
+5.0%
Q2 2021$1,381,000
+1.2%
13,185
-7.0%
0.56%
-1.7%
Q1 2021$1,365,000
+12.1%
14,171
+6.5%
0.57%
+3.2%
Q4 2020$1,218,000
+13.5%
13,304
+0.3%
0.55%
+3.9%
Q3 2020$1,073,000
+0.6%
13,259
-2.1%
0.53%
+1.3%
Q2 2020$1,067,000
+9.7%
13,539
-1.5%
0.53%
-38.8%
Q1 2020$973,000
-29.6%
13,750
-6.8%
0.86%
+37.9%
Q4 2019$1,383,000
+12.3%
14,754
+6.3%
0.62%
+9.9%
Q3 2019$1,232,000
+1.5%
13,885
-0.1%
0.57%
+1.8%
Q2 2019$1,214,000
+1.4%
13,892
-0.6%
0.56%
-3.5%
Q1 2019$1,197,000
+12.4%
13,976
+2.4%
0.58%
+4.5%
Q4 2018$1,065,000
-11.8%
13,654
-1.5%
0.55%
-3.8%
Q3 2018$1,208,000
+2.6%
13,866
-2.2%
0.57%
+3.1%
Q2 2018$1,177,000
-3.4%
14,172
-4.0%
0.56%
-4.1%
Q1 2018$1,218,000
-16.1%
14,763
-12.9%
0.58%
-8.9%
Q4 2017$1,451,000
+8.6%
16,945
+2.8%
0.64%
+4.8%
Q3 2017$1,336,000
+7.2%
16,485
+3.4%
0.61%
+3.9%
Q2 2017$1,246,000
+1.1%
15,941
+0.4%
0.59%
-2.3%
Q1 2017$1,233,000
+6.5%
15,882
+3.9%
0.60%
+2.9%
Q4 2016$1,158,000
+6.9%
15,285
+1.9%
0.58%
+7.6%
Q3 2016$1,083,000
+0.6%
15,006
-0.4%
0.54%
-4.4%
Q2 2016$1,077,000
+4.3%
15,070
+0.7%
0.57%
-10.6%
Q1 2016$1,033,000
-40.3%
14,965
-42.3%
0.63%
-36.9%
Q4 2015$1,731,000
+2.8%
25,928
-3.5%
1.00%
+5.1%
Q3 2015$1,684,000
-10.9%
26,872
-4.3%
0.96%
-6.4%
Q2 2015$1,890,000
-9.7%
28,080
-8.4%
1.02%
-9.3%
Q1 2015$2,093,000
-11.2%
30,649
-10.6%
1.12%
-13.0%
Q4 2014$2,356,000
-5.1%
34,270
-8.3%
1.29%
-8.5%
Q3 2014$2,482,000
-0.8%
37,373
-0.9%
1.41%
-0.1%
Q2 2014$2,501,000
+28.9%
37,718
+22.7%
1.41%
+25.6%
Q1 2014$1,940,000
+31.2%
30,733
+29.5%
1.13%
+29.3%
Q4 2013$1,479,000
+22.2%
23,730
+12.7%
0.87%
+17.7%
Q3 2013$1,210,000
+1604.2%
21,055
+1581.7%
0.74%
+1323.1%
Q2 2013$71,0001,2520.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
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