Plante Moran Financial Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$390,756
-27.0%
3,782
-25.1%
0.05%
-25.4%
Q2 2023$535,608
+0.5%
5,0500.0%0.06%
-13.7%
Q1 2023$532,730
-3.9%
5,050
-1.4%
0.07%
-8.8%
Q4 2022$554,144
-27.5%
5,121
-36.4%
0.08%
-38.9%
Q3 2022$764,000
+31.0%
8,052
+40.5%
0.13%
+35.1%
Q2 2022$583,000
-4.4%
5,731
+5.4%
0.10%
-14.9%
Q1 2022$610,000
+69.4%
5,438
+69.2%
0.11%
+93.2%
Q4 2021$360,000
-68.9%
3,214
-71.3%
0.06%
-77.0%
Q3 2021$1,159,000
-1.4%
11,2140.0%0.26%
-9.8%
Q2 2021$1,175,000
+284.0%
11,214
+270.5%
0.28%
+239.3%
Q1 2021$306,000
+10.5%
3,0270.0%0.08%
-2.3%
Q4 2020$277,000
+13.1%
3,0270.0%0.09%0.0%
Q3 2020$245,000
+2.9%
3,0270.0%0.09%
-9.5%
Q2 2020$238,000
+11.2%
3,0270.0%0.10%
-3.1%
Q1 2020$214,000
-24.6%
3,0270.0%0.10%
-1.0%
Q4 2019$284,000
-8.7%
3,027
-13.8%
0.10%
+8.8%
Q3 2019$311,000
+1.3%
3,5100.0%0.09%
-3.2%
Q2 2019$307,000
+2.3%
3,510
+0.2%
0.09%
+1.1%
Q1 2019$300,000
+7.1%
3,502
-2.4%
0.09%
-4.1%
Q4 2018$280,000
-4.8%
3,589
+6.4%
0.10%
+1.0%
Q3 2018$294,000
+5.0%
3,3730.0%0.10%
-32.4%
Q2 2018$280,000
+0.7%
3,3730.0%0.14%
-6.0%
Q1 2018$278,000
-37.1%
3,373
-34.6%
0.15%
-38.4%
Q4 2017$442,000
+95.6%
5,161
+85.2%
0.24%
+82.8%
Q3 2017$226,000
+3.7%
2,7870.0%0.13%
-1.5%
Q2 2017$218,000
+0.9%
2,7870.0%0.14%
+4.6%
Q1 2017$216,000
-9.6%
2,787
-11.6%
0.13%
-12.8%
Q4 2016$239,000
+5.3%
3,1510.0%0.15%
-2.6%
Q3 2016$227,000
+127.0%
3,151
+124.9%
0.15%
+112.5%
Q2 2016$100,000
+38.9%
1,401
+35.1%
0.07%
+30.9%
Q1 2016$72,000
-43.8%
1,037
-45.8%
0.06%
-42.7%
Q4 2015$128,000
+73.0%
1,912
+61.1%
0.10%
+65.5%
Q3 2015$74,000
-7.5%
1,1870.0%0.06%
+1.8%
Q2 2015$80,000
-1.2%
1,1870.0%0.06%
+1.8%
Q1 2015$81,000
-1.2%
1,1870.0%0.06%
-6.7%
Q4 2014$82,000
+3.8%
1,1870.0%0.06%
-13.0%
Q3 2014$79,000
+31.7%
1,187
+31.2%
0.07%
+27.8%
Q2 2014$60,000
+5.3%
9050.0%0.05%
-12.9%
Q1 2014$57,000
-35.2%
905
-35.6%
0.06%
+26.5%
Q4 2013$88,000
+69.2%
1,405
+55.2%
0.05%
+53.1%
Q3 2013$52,000
-20.0%
905
-21.8%
0.03%
-33.3%
Q2 2013$65,0001,1570.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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