FineMark National Bank & Trust - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$24,455,120
-10.4%
236,693
-8.0%
1.06%
-5.1%
Q2 2023$27,279,719
+2.6%
257,186
+2.0%
1.12%
-1.3%
Q1 2023$26,592,119
-3.2%
252,058
-0.7%
1.14%
-8.1%
Q4 2022$27,462,183
+45.7%
253,786
+27.8%
1.24%
+36.9%
Q3 2022$18,845,000
-1.6%
198,615
+5.4%
0.90%
+6.6%
Q2 2022$19,160,000
+18.0%
188,402
+30.2%
0.85%
+31.9%
Q1 2022$16,238,000
+36.3%
144,656
+36.1%
0.64%
+42.4%
Q4 2021$11,912,000
+12.0%
106,252
+3.2%
0.45%
+0.2%
Q3 2021$10,639,000
+0.5%
102,945
+1.9%
0.45%
+4.7%
Q2 2021$10,590,000
+8.0%
101,075
+4.2%
0.43%
+3.6%
Q1 2021$9,805,000
+4.2%
96,995
-5.7%
0.42%
-1.4%
Q4 2020$9,413,000
+18.9%
102,862
+5.2%
0.42%
+9.9%
Q3 2020$7,915,000
+4.5%
97,797
+1.7%
0.38%
-8.4%
Q2 2020$7,576,000
+6.1%
96,167
-4.7%
0.42%
-6.7%
Q1 2020$7,143,000
-26.7%
100,959
-2.9%
0.45%
-8.2%
Q4 2019$9,747,000
+7.6%
104,013
+1.9%
0.49%
+1.2%
Q3 2019$9,056,000
-0.4%
102,061
-1.9%
0.48%
-4.6%
Q2 2019$9,089,000
+64.8%
104,018
+61.6%
0.50%
+57.8%
Q1 2019$5,515,000
+3.5%
64,383
-5.8%
0.32%
-11.4%
Q4 2018$5,329,000
-16.5%
68,331
-6.7%
0.36%
-7.0%
Q3 2018$6,379,000
+7.9%
73,248
+2.9%
0.39%
+8.4%
Q2 2018$5,911,000
+1.4%
71,171
+0.7%
0.36%
-3.5%
Q1 2018$5,831,000
-9.5%
70,685
-6.1%
0.37%
-9.3%
Q4 2017$6,443,000
+15.1%
75,238
+8.9%
0.41%
+9.4%
Q3 2017$5,599,000
+8.7%
69,062
+4.8%
0.37%
+1.1%
Q2 2017$5,151,000
+7.5%
65,898
+6.8%
0.37%
+5.4%
Q1 2017$4,792,000
+10.0%
61,716
+7.3%
0.35%
+0.6%
Q4 2016$4,358,000
+26.8%
57,515
+20.7%
0.35%
-4.9%
Q3 2016$3,438,000
+9.2%
47,659
+8.2%
0.37%
+4.6%
Q2 2016$3,147,000
+25.1%
44,036
+20.8%
0.35%
+18.6%
Q1 2016$2,516,000
+75.8%
36,440
+70.0%
0.30%
+73.1%
Q4 2015$1,431,000
+79.5%
21,436
+68.5%
0.17%
+59.8%
Q3 2015$797,000
+575.4%
12,721
+627.7%
0.11%
+613.3%
Q2 2015$118,000
-33.3%
1,748
-32.7%
0.02%
-37.5%
Q1 2015$177,000
-7.8%
2,598
-7.1%
0.02%
-14.3%
Q4 2014$192,000
-11.5%
2,798
-14.3%
0.03%
-20.0%
Q3 2014$217,000
-5.7%
3,263
-6.1%
0.04%
-10.3%
Q2 2014$230,000
-24.8%
3,475
-28.4%
0.04%
-31.6%
Q1 2014$306,000
+5.5%
4,850
+4.3%
0.06%
-5.0%
Q4 2013$290,000
+181.6%
4,650
+158.3%
0.06%
+130.8%
Q3 2013$103,000
+267.9%
1,800
+260.0%
0.03%
+225.0%
Q2 2013$28,0005000.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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