Charles Schwab Investment Advisory, Inc. - 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
Charles Schwab Investment Advisory, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$91,960,722
-2.5%
890,057
+0.1%
0.14%
-0.7%
Q2 2023$94,300,856
+4.9%
889,044
+4.3%
0.15%
+2.1%
Q1 2023$89,925,530
-4.9%
852,375
-2.5%
0.14%
-10.1%
Q4 2022$94,607,435
+11.6%
874,295
-2.2%
0.16%
+2.6%
Q3 2022$84,803,000
+5.7%
893,788
+13.3%
0.16%
+11.5%
Q2 2022$80,243,000
-14.8%
789,017
-5.9%
0.14%
-7.3%
Q1 2022$94,162,000
+20.7%
838,864
+20.6%
0.15%
+23.0%
Q4 2021$78,012,000
+6.1%
695,848
-2.2%
0.12%
-0.8%
Q3 2021$73,506,000
+16.9%
711,237
+18.5%
0.12%
+13.9%
Q2 2021$62,875,000
+0.2%
600,126
-3.3%
0.11%
-8.5%
Q1 2021$62,754,000
+6.1%
620,773
-3.9%
0.12%
-4.1%
Q4 2020$59,120,000
+4.4%
646,053
-7.7%
0.12%
-8.9%
Q3 2020$56,654,000
+0.2%
700,030
-2.5%
0.14%
-5.6%
Q2 2020$56,561,000
-35.2%
717,950
-41.8%
0.14%
-42.1%
Q1 2020$87,244,000
+15.6%
1,233,129
+53.2%
0.25%
+130.8%
Q4 2019$75,451,000
+9.1%
805,154
+3.3%
0.11%
+0.9%
Q3 2019$69,154,000
+8.6%
779,375
+6.9%
0.11%
+5.0%
Q2 2019$63,683,000
+6.6%
728,806
+4.5%
0.10%0.0%
Q1 2019$59,763,000
-0.4%
697,674
-9.3%
0.10%
-11.4%
Q4 2018$59,993,000
+116.4%
769,246
+141.7%
0.11%
+137.5%
Q3 2018$27,722,000
-2.7%
318,306
-7.2%
0.05%
-7.7%
Q2 2018$28,494,000
+51.3%
343,091
+50.3%
0.05%
-14.8%
Q1 2018$18,834,000
+121.1%
228,315
+129.5%
0.06%
+96.8%
Q4 2017$8,519,000
-6.8%
99,489
-11.7%
0.03%
-18.4%
Q3 2017$9,136,000
+4.9%
112,698
+1.2%
0.04%
-9.5%
Q2 2017$8,708,000
+3.7%
111,411
+3.0%
0.04%
-10.6%
Q1 2017$8,399,000
+12.5%
108,164
+9.7%
0.05%
-9.6%
Q4 2016$7,469,000
+37.2%
98,572
+30.7%
0.05%
+20.9%
Q3 2016$5,443,000
+49.5%
75,446
+48.0%
0.04%
+30.3%
Q2 2016$3,642,000
+76.4%
50,960
+70.4%
0.03%
+50.0%
Q1 2016$2,065,000
+62.7%
29,914
+57.4%
0.02%
+46.7%
Q4 2015$1,269,000
+22.8%
19,004
+15.3%
0.02%0.0%
Q3 2015$1,033,000
-57.8%
16,482
-54.7%
0.02%
-60.5%
Q2 2015$2,449,00036,3780.04%
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