Baltimore-Washington Financial Advisors, Inc. - 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
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$22,896,153
+0.9%
221,604
+3.6%
1.85%
+2.5%
Q2 2023$22,686,915
+5.0%
213,886
+4.4%
1.81%
-5.0%
Q1 2023$21,606,988
+2.6%
204,806
+5.2%
1.90%
-7.6%
Q4 2022$21,062,718
-35.6%
194,647
-39.2%
2.06%
-25.0%
Q3 2022$32,705,000
+119.9%
320,132
+118.9%
2.75%
+72.6%
Q2 2022$14,872,000
+81.7%
146,238
+89.3%
1.59%
+99.2%
Q1 2022$8,186,000
-23.7%
77,268
-19.2%
0.80%
-7.7%
Q4 2021$10,727,000
+13.6%
95,687
+4.7%
0.87%
+4.1%
Q3 2021$9,444,000
+7.2%
91,378
+8.7%
0.83%
+1.6%
Q2 2021$8,808,000
+12.4%
84,076
+8.5%
0.82%
+2.6%
Q1 2021$7,833,000
+23.5%
77,492
+11.8%
0.80%
+15.3%
Q4 2020$6,345,000
+32.4%
69,340
+17.0%
0.69%
+11.4%
Q3 2020$4,794,000
+24.3%
59,242
+21.0%
0.62%
+16.9%
Q2 2020$3,857,000
+17.9%
48,963
+5.8%
0.53%
-10.0%
Q1 2020$3,272,000
-21.8%
46,258
+3.6%
0.59%
-4.1%
Q4 2019$4,184,000
+9.3%
44,650
+3.5%
0.62%
-2.2%
Q3 2019$3,827,000
+4.8%
43,134
+3.2%
0.63%
+2.3%
Q2 2019$3,652,000
+6.4%
41,799
+4.3%
0.62%
+2.3%
Q1 2019$3,432,000
+13.8%
40,075
+3.6%
0.60%
-3.5%
Q4 2018$3,015,000
-6.3%
38,670
+4.6%
0.62%
+7.0%
Q3 2018$3,219,000
+4.8%
36,962
-0.0%
0.58%
-4.4%
Q2 2018$3,071,000
+7.2%
36,978
+6.5%
0.61%
-2.6%
Q1 2018$2,864,000
+12.8%
34,722
+17.1%
0.62%
+17.0%
Q4 2017$2,539,000
+15.7%
29,660
+9.6%
0.53%
+7.2%
Q3 2017$2,195,000
+20.9%
27,074
+16.6%
0.50%
+14.2%
Q2 2017$1,815,000
+27.5%
23,225
+26.7%
0.44%
+20.4%
Q1 2017$1,423,000
+14.5%
18,327
+11.7%
0.36%
+6.5%
Q4 2016$1,243,000
+81.5%
16,407
+72.7%
0.34%
+74.4%
Q3 2016$685,000
+24.5%
9,498
+23.4%
0.20%
+18.9%
Q2 2016$550,000
+1.7%
7,698
-1.9%
0.16%0.0%
Q1 2016$541,000
+5.7%
7,848
+2.1%
0.16%
+2.5%
Q4 2015$512,000
-11.0%
7,683
-16.4%
0.16%
-12.6%
Q3 2015$575,000
+0.5%
9,189
+8.1%
0.18%
+7.6%
Q2 2015$572,000
+6.3%
8,498
+7.8%
0.17%
+8.3%
Q1 2015$538,000
+47.8%
7,880
+48.8%
0.16%
+45.4%
Q4 2014$364,000
+451.5%
5,295
+434.8%
0.11%
+414.3%
Q3 2014$66,0009900.02%
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