Montecito Bank & Trust - 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
Montecito Bank & Trust ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$4,308,136
+42.7%
38,593
+32.1%
0.93%
+31.1%
Q3 2023$3,018,803
-7.0%
29,218
-4.5%
0.71%
-4.2%
Q2 2023$3,246,696
+1.7%
30,609
+1.1%
0.74%
-3.0%
Q1 2023$3,192,853
+95839.1%
30,264
-1.6%
0.76%
-5.7%
Q4 2022$3,328
-99.9%
30,760
+14.9%
0.81%
+22.1%
Q3 2022$2,540,000
+121.4%
26,776
+137.4%
0.66%
+143.0%
Q2 2022$1,147,000
+8.0%
11,281
+19.2%
0.27%
+36.7%
Q1 2022$1,062,000
+40.8%
9,464
+40.9%
0.20%
+48.5%
Q4 2021$754,000
+38.3%
6,718
+27.4%
0.13%
+26.4%
Q3 2021$545,000
-1.4%
5,2720.0%0.11%0.0%
Q2 2021$553,000
-8.0%
5,272
-11.2%
0.11%
-15.2%
Q1 2021$601,000
+4.3%
5,940
-5.6%
0.12%
-0.8%
Q4 2020$576,000
+13.2%
6,2900.0%0.13%
-3.1%
Q3 2020$509,000
+3.9%
6,290
+1.3%
0.13%
-3.0%
Q2 2020$490,000
-10.6%
6,211
-19.9%
0.13%
-25.1%
Q1 2020$548,000
-32.1%
7,750
-10.0%
0.18%
-17.5%
Q4 2019$807,000
+18.9%
8,612
+12.5%
0.22%
+7.4%
Q3 2019$679,000
-0.1%
7,656
-1.6%
0.20%
-1.5%
Q2 2019$680,000
-37.9%
7,783
-39.1%
0.20%
-38.8%
Q1 2019$1,095,000
+24.6%
12,778
+13.3%
0.34%
+10.2%
Q4 2018$879,000
-4.1%
11,280
+7.1%
0.30%
+10.9%
Q3 2018$917,000
+4.8%
10,5300.0%0.27%
-2.1%
Q2 2018$875,000
+1.5%
10,530
+0.8%
0.28%
-0.7%
Q1 2018$862,000
+4.1%
10,450
+8.0%
0.28%
+27.6%
Q4 2017$828,000
+4.4%
9,676
-1.1%
0.22%
-19.6%
Q3 2017$793,000
+163.5%
9,784
+154.1%
0.28%
+154.6%
Q2 2017$301,000
-47.4%
3,850
-47.8%
0.11%
-48.3%
Q1 2017$572,000
-1.5%
7,370
-3.9%
0.21%
+3.0%
Q4 2016$581,000
-63.7%
7,673
-65.4%
0.20%
-69.1%
Q3 2016$1,599,00022,1690.66%
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