Creative Planning - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$407,842,328
-2.9%
3,947,370
-0.3%
0.54%
-2.7%
Q2 2023$419,918,812
-4.2%
3,958,884
-4.8%
0.56%
-11.6%
Q1 2023$438,547,134
-7.8%
4,156,845
-5.4%
0.63%
-11.6%
Q4 2022$475,423,502
+13.8%
4,393,526
-0.2%
0.72%
-1.1%
Q3 2022$417,829,000
-8.8%
4,403,764
-2.3%
0.72%
-4.2%
Q2 2022$458,270,000
+1.8%
4,506,096
+12.4%
0.76%
+8.3%
Q1 2022$450,137,000
+8.5%
4,010,131
+8.4%
0.70%
+4.7%
Q4 2021$414,812,000
+4.7%
3,700,046
-3.5%
0.67%
-5.3%
Q3 2021$396,299,000
-36.8%
3,834,537
-36.0%
0.70%
-36.9%
Q2 2021$627,249,000
+260.0%
5,986,912
+247.4%
1.11%
+217.4%
Q1 2021$174,214,000
+17.2%
1,723,347
+6.1%
0.35%
+7.3%
Q4 2020$148,638,000
+12.8%
1,624,279
-0.3%
0.33%
-4.9%
Q3 2020$131,812,000
+33.3%
1,628,716
+29.8%
0.34%
+20.3%
Q2 2020$98,853,000
+17.0%
1,254,796
+5.1%
0.29%
-4.7%
Q1 2020$84,502,000
+1.1%
1,194,375
+33.9%
0.30%
+19.5%
Q4 2019$83,596,000
+9.5%
892,072
+3.7%
0.25%
+0.8%
Q3 2019$76,322,000
+1.5%
860,159
-0.0%
0.25%
-1.6%
Q2 2019$75,164,000
+0.3%
860,201
-1.7%
0.25%
-6.3%
Q1 2019$74,941,000
+11.9%
874,870
+1.8%
0.27%
-1.8%
Q4 2018$66,998,000
-11.5%
859,069
-1.2%
0.28%
-2.1%
Q3 2018$75,699,000
+8.8%
869,202
+3.8%
0.28%
+2.9%
Q2 2018$69,557,000
-1.5%
837,533
-2.2%
0.27%
-4.9%
Q1 2018$70,613,000
+1.5%
856,018
+5.3%
0.29%
-4.3%
Q4 2017$69,602,000
+11.8%
812,828
+5.8%
0.30%
+3.8%
Q3 2017$62,279,000
+6.4%
768,213
+2.6%
0.29%
-2.4%
Q2 2017$58,549,000
+10.7%
749,093
+10.0%
0.30%
+2.4%
Q1 2017$52,899,000
+10.9%
681,253
+8.2%
0.29%
-0.3%
Q4 2016$47,688,000
+6.6%
629,382
+1.5%
0.29%
+1.8%
Q3 2016$44,740,000
-1.4%
620,184
-2.3%
0.28%
-13.4%
Q2 2016$45,382,000
+8.0%
635,059
+4.3%
0.33%
+0.3%
Q1 2016$42,037,000
+10.9%
608,872
+7.2%
0.33%
+5.1%
Q4 2015$37,906,000
+10.6%
567,885
+3.8%
0.31%
+3.0%
Q3 2015$34,272,000
+0.3%
547,041
+7.8%
0.30%
-2.3%
Q2 2015$34,166,000
+2.2%
507,511
+3.7%
0.31%
-1.3%
Q1 2015$33,419,000
+6.0%
489,291
+6.7%
0.31%
-4.3%
Q4 2014$31,514,000
+12.8%
458,380
+9.0%
0.33%
+1.2%
Q3 2014$27,934,000
+0.1%
420,630
-0.0%
0.32%
-10.5%
Q2 2014$27,900,000
+22.1%
420,716
+16.3%
0.36%
+5.2%
Q1 2014$22,843,000
+23.9%
361,897
+22.3%
0.34%
+9.2%
Q4 2013$18,439,000
+31.7%
295,883
+21.5%
0.32%
+13.3%
Q3 2013$14,005,000
+51.9%
243,609
+49.0%
0.28%
+29.9%
Q2 2013$9,218,000163,5300.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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