Horizon Investment Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Horizon Investment Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$666,527
-4.0%
6,451
-1.5%
0.40%
-5.4%
Q2 2023$694,392
-1.6%
6,546
-2.2%
0.42%
-6.4%
Q1 2023$705,949
-5.6%
6,691
-3.2%
0.45%
-16.6%
Q4 2022$747,642
+15.9%
6,909
+1.6%
0.54%
+16.3%
Q3 2022$645,000
-10.3%
6,801
-3.8%
0.47%
-1.9%
Q2 2022$719,000
-15.7%
7,068
-7.0%
0.48%
+6.5%
Q1 2022$853,000
-11.7%
7,601
-11.7%
0.45%
+1.1%
Q4 2021$966,000
+6.5%
8,612
-1.9%
0.44%
-1.1%
Q3 2021$907,000
-48.5%
8,777
-47.7%
0.45%
-48.3%
Q2 2021$1,760,000
+0.2%
16,794
-3.4%
0.86%
-8.5%
Q1 2021$1,757,000
+22.5%
17,382
+10.9%
0.94%
+7.9%
Q4 2020$1,434,000
+4.7%
15,673
-7.3%
0.88%
-3.8%
Q3 2020$1,369,000
+6.3%
16,915
+3.5%
0.91%
+1.4%
Q2 2020$1,288,000
+59.6%
16,346
+43.3%
0.90%
+25.1%
Q1 2020$807,000
-9.0%
11,406
+20.6%
0.72%
+22.6%
Q4 2019$887,000
+5.5%
9,461
-0.2%
0.58%
+4.5%
Q3 2019$841,000
+12.4%
9,481
+10.7%
0.56%
+10.2%
Q2 2019$748,000
+4.2%
8,562
+2.2%
0.51%
+3.9%
Q1 2019$718,000
+12.2%
8,377
+2.2%
0.49%
-3.0%
Q4 2018$640,000
-11.2%
8,200
-0.9%
0.50%
+33.7%
Q3 2018$721,000
+4.8%
8,274
-0.0%
0.38%
+10.2%
Q2 2018$688,000
-2.1%
8,278
-2.9%
0.34%
+7.9%
Q1 2018$703,000
-2.9%
8,521
+0.7%
0.32%
+6.0%
Q4 2017$724,000
+15.8%
8,459
+9.7%
0.30%
+12.8%
Q3 2017$625,000
+18.8%
7,714
+14.7%
0.26%
+12.8%
Q2 2017$526,000
+4.4%
6,727
+3.7%
0.24%
+4.4%
Q1 2017$504,000
+67.4%
6,485
+63.0%
0.22%
+58.5%
Q4 2016$301,000
-12.2%
3,978
-16.4%
0.14%
-18.4%
Q3 2016$343,000
-27.8%
4,759
-28.3%
0.17%
-27.5%
Q2 2016$475,000
-40.1%
6,642
-42.2%
0.24%
-33.9%
Q1 2016$793,000
-12.2%
11,484
-15.1%
0.36%
-6.2%
Q4 2015$903,000
-8.5%
13,532
-14.1%
0.39%
-18.4%
Q3 2015$987,000
+4.6%
15,750
+12.4%
0.47%
+25.4%
Q2 2015$944,000
+1.5%
14,016
+2.9%
0.38%
-2.1%
Q1 2015$930,000
+57.4%
13,618
+58.3%
0.39%
+37.9%
Q4 2014$591,000
+34.0%
8,603
+29.7%
0.28%
+25.6%
Q3 2014$441,0006,6340.22%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2015
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