Crestwood Advisors Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$357,398
-48.5%
3,459
-47.1%
0.01%
-59.1%
Q2 2023$693,984
+40.4%
6,543
+39.7%
0.02%
+37.5%
Q1 2023$494,158
-2.5%
4,684
+0.0%
0.02%
-5.9%
Q4 2022$506,602
+14.1%
4,682
+0.1%
0.02%
+6.2%
Q3 2022$444,000
+12.7%
4,679
+20.7%
0.02%
+23.1%
Q2 2022$394,000
-9.4%
3,876
+0.1%
0.01%
+8.3%
Q1 2022$435,000
-8.6%
3,874
-8.8%
0.01%0.0%
Q4 2021$476,000
+51.6%
4,247
+40.0%
0.01%
+33.3%
Q3 2021$314,000
-1.3%
3,0340.0%0.01%0.0%
Q2 2021$318,000
+23.3%
3,034
+19.0%
0.01%
+12.5%
Q1 2021$258,000
+10.7%
2,5500.0%0.01%0.0%
Q4 2020$233,000
+13.1%
2,5500.0%0.01%0.0%
Q3 2020$206,000
+2.5%
2,5500.0%0.01%0.0%
Q2 2020$201,000
-34.3%
2,550
-22.0%
0.01%
-33.3%
Q4 2019$306,000
+5.5%
3,2700.0%0.01%
-7.7%
Q3 2019$290,000
-15.0%
3,270
-16.3%
0.01%
-13.3%
Q2 2019$341,000
+360.8%
3,905
+311.1%
0.02%
+114.3%
Q1 2017$74,0009500.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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