Asset Dedication, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$573
-14.0%
5,546
-11.8%
0.05%
-14.0%
Q2 2023$666
+3.7%
6,285
+3.0%
0.06%
-3.4%
Q1 2023$642
-2.6%
6,1000.0%0.06%
-11.9%
Q4 2022$659
-99.9%
6,100
+3.1%
0.07%
+9.8%
Q3 2022$560,000
-17.0%
5,916
-1.2%
0.06%
-18.7%
Q1 2022$675,000
-14.9%
5,989
-15.2%
0.08%
-21.9%
Q4 2021$793,000
-1.0%
7,059
-8.8%
0.10%
-9.4%
Q3 2021$801,000
+26.1%
7,742
+27.4%
0.11%
+11.6%
Q2 2021$635,000
-1.1%
6,077
-4.3%
0.10%
-34.5%
Q1 2021$642,000
-25.2%
6,353
-32.3%
0.14%
-15.2%
Q4 2020$858,000
-8.6%
9,385
-19.1%
0.17%
-17.4%
Q3 2020$939,000
+34.3%
11,604
+31.0%
0.21%
+8.9%
Q2 2020$699,000
+11.3%
8,8560.0%0.19%
+1.6%
Q1 2020$628,000
-37.1%
8,856
-17.0%
0.19%
-33.7%
Q4 2019$999,000
+16.6%
10,673
+10.4%
0.28%
-1.1%
Q3 2019$857,000
-16.8%
9,667
-18.0%
0.28%
-14.2%
Q2 2019$1,030,000
-68.8%
11,785
-69.5%
0.33%
-71.1%
Q1 2019$3,303,000
+9.3%
38,581
-0.4%
1.15%
-7.3%
Q4 2018$3,021,000
-6.2%
38,751
+4.8%
1.24%
+2.5%
Q3 2018$3,219,000
+4.8%
36,9670.0%1.21%
+15.3%
Q2 2018$3,072,000
+417.2%
36,967
+414.3%
1.05%
+255.6%
Q1 2018$594,000
-89.9%
7,188
-89.5%
0.30%
-87.5%
Q4 2017$5,859,000
+134.0%
68,435
+121.6%
2.36%
+95.4%
Q3 2017$2,504,000
+4.1%
30,888
+0.4%
1.21%
-0.2%
Q2 2017$2,406,000
+2.8%
30,770
+2.1%
1.21%
-4.3%
Q1 2017$2,341,000
+3.7%
30,141
+1.2%
1.26%
-3.4%
Q4 2016$2,257,000
+56325.0%
29,788
+64656.5%
1.31%
+43533.3%
Q3 2016$4,000
-97.8%
46
-98.4%
0.00%
-97.5%
Q4 2015$186,0002,7880.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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