Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,271,687
-21.4%
12,308
-19.4%
0.04%
-6.8%
Q2 2023$1,618,944
+30.8%
15,263
+30.1%
0.04%
+37.5%
Q1 2023$1,237,985
+131.0%
11,735
+137.0%
0.03%
-56.2%
Q4 2022$535,856
+9.6%
4,952
-4.0%
0.07%
+2.8%
Q3 2022$489,000
-98.5%
5,158
-98.5%
0.07%
-84.8%
Q4 2020$31,553,000
+16.5%
344,808
+3.0%
0.47%
-6.0%
Q3 2020$27,095,000
+2.6%
334,801
-0.2%
0.50%
-4.8%
Q2 2020$26,418,000
+66.8%
335,345
+49.8%
0.52%
+7.2%
Q1 2020$15,837,000
-43.0%
223,845
-24.5%
0.49%
-42.3%
Q4 2019$27,772,000
+14.3%
296,360
+8.2%
0.85%
-14.4%
Q3 2019$24,303,000
+0.4%
273,900
-1.1%
0.99%
-4.6%
Q2 2019$24,201,000
+116.1%
276,961
+111.9%
1.04%
+54.6%
Q1 2019$11,198,000
+522.5%
130,727
+466.9%
0.67%
+187.6%
Q4 2018$1,799,000
-92.7%
23,061
-91.8%
0.23%
-83.4%
Q3 2018$24,626,000
+17.8%
282,760
+12.3%
1.41%
-6.6%
Q2 2018$20,904,000
+23.1%
251,694
+22.2%
1.51%
+2.6%
Q1 2018$16,986,000
+14.3%
205,913
+18.7%
1.47%
+1.8%
Q4 2017$14,857,000
+23.3%
173,497
+12.6%
1.44%
+1.3%
Q2 2017$12,048,000
+69.8%
154,142
+68.7%
1.42%
+30.4%
Q1 2017$7,095,000
+77.3%
91,377
+73.1%
1.09%
+18.2%
Q4 2016$4,001,000
+561.3%
52,801
+530.1%
0.92%
+212.9%
Q3 2016$605,000
+25.0%
8,380
+23.8%
0.30%
+13.5%
Q2 2016$484,000
-6.4%
6,767
-9.6%
0.26%
-18.0%
Q1 2016$517,000
-35.7%
7,486
-37.9%
0.32%
+233.7%
Q4 2015$804,00012,0460.10%
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