Annex Advisory Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$382,823
+0.7%
3,609
+0.2%
0.02%
+5.0%
Q1 2023$380,158
+2.2%
3,603
+4.8%
0.02%
-4.8%
Q4 2022$372,024
+5.4%
3,437
-7.7%
0.02%
-12.5%
Q3 2022$353,000
-6.6%
3,723
+0.1%
0.02%
-11.1%
Q2 2022$378,000
-61.0%
3,719
-56.9%
0.03%
-62.0%
Q1 2022$969,000
+38.8%
8,629
+38.5%
0.07%
+47.9%
Q4 2021$698,000
+8.7%
6,230
+0.3%
0.05%
-9.4%
Q3 2021$642,000
-6.6%
6,214
-5.2%
0.05%
-5.4%
Q2 2021$687,000
+5.5%
6,554
+1.7%
0.06%
-11.1%
Q1 2021$651,000
+23.1%
6,447
+11.5%
0.06%
+21.2%
Q4 2020$529,000
+102.7%
5,781
+79.2%
0.05%
+57.6%
Q3 2020$261,000
+5.2%
3,226
+2.3%
0.03%
-5.7%
Q2 2020$248,000
+18.1%
3,153
+40.8%
0.04%
+40.0%
Q4 2019$210,000
+1.4%
2,239
-5.6%
0.02%
-13.8%
Q2 2019$207,000
-13.8%
2,373
-15.3%
0.03%
-19.4%
Q1 2019$240,000
+12.1%
2,801
+2.2%
0.04%
+5.9%
Q4 2018$214,000
-18.0%
2,742
-8.6%
0.03%
-15.0%
Q3 2018$261,000
+4.8%
3,0010.0%0.04%
-4.8%
Q2 2018$249,000
-12.3%
3,001
-12.8%
0.04%
-19.2%
Q1 2018$284,000
+23.5%
3,441
+27.9%
0.05%
+20.9%
Q4 2017$230,000
+8.0%
2,690
+2.3%
0.04%
-2.3%
Q3 2017$213,000
-41.3%
2,630
-43.4%
0.04%
-45.7%
Q2 2017$363,000
-4.2%
4,644
-5.0%
0.08%
-13.8%
Q1 2017$379,000
+12.1%
4,887
+9.4%
0.09%
+14.6%
Q4 2016$338,000
+0.3%
4,467
-4.2%
0.08%
-6.8%
Q3 2016$337,000
-3.2%
4,665
-4.1%
0.09%
-6.4%
Q2 2016$348,000
-6.5%
4,863
-9.6%
0.09%
-11.3%
Q1 2016$372,000
-11.6%
5,381
-14.7%
0.11%
-13.8%
Q4 2015$421,000
+6.6%
6,312
+0.0%
0.12%
-3.9%
Q3 2015$395,000
-9.0%
6,310
-2.2%
0.13%
-7.9%
Q2 2015$434,000
-15.9%
6,453
-14.6%
0.14%
-16.3%
Q1 2015$516,000
-97.5%
7,556
-97.5%
0.17%
-97.5%
Q4 2014$20,884,000
+11.2%
303,774
+7.4%
6.51%
+2.5%
Q3 2014$18,776,000
+19.4%
282,736
+19.2%
6.35%
+18.2%
Q2 2014$15,726,000
+13.3%
237,136
+7.8%
5.37%
+4.0%
Q1 2014$13,883,000
+23.7%
219,949
+22.2%
5.16%
+19.8%
Q4 2013$11,220,000
+77.0%
180,033
+63.3%
4.31%
+45.9%
Q3 2013$6,338,000
+66.8%
110,249
+63.6%
2.95%
+40.8%
Q2 2013$3,800,00067,3942.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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