Goldstein Munger & Associates - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 211 filers reported holding VANGUARD WHITEHALL FDS in Q3 2013. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Goldstein Munger & Associates ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$7,230,000
-6.7%
76,2040.0%2.38%
+2.1%
Q2 2022$7,750,000
-9.2%
76,204
+0.3%
2.33%
+5.5%
Q1 2022$8,531,000
+0.1%
75,9980.0%2.21%
+3.0%
Q4 2021$8,520,000
+8.5%
75,9980.0%2.15%
+1.9%
Q3 2021$7,854,000
-1.4%
75,9980.0%2.11%
+0.3%
Q2 2021$7,962,000
+3.6%
75,9980.0%2.10%
-2.1%
Q1 2021$7,683,000
+10.5%
75,998
-0.0%
2.15%
+4.5%
Q4 2020$6,956,000
+13.0%
76,015
-0.0%
2.05%
-0.7%
Q3 2020$6,154,000
+2.7%
76,036
-0.0%
2.07%
-8.5%
Q2 2020$5,992,000
+10.3%
76,060
-1.0%
2.26%
-15.6%
Q1 2020$5,433,000
-24.3%
76,792
+0.3%
2.68%
-8.7%
Q4 2019$7,174,000
+5.7%
76,559
+0.1%
2.93%
-2.0%
Q3 2019$6,784,000
-0.4%
76,460
-1.9%
2.99%
+0.6%
Q2 2019$6,810,000
+0.7%
77,936
-1.3%
2.97%
+0.7%
Q1 2019$6,763,000
+11.1%
78,948
+1.1%
2.95%
-1.1%
Q4 2018$6,088,000
-18.2%
78,061
-8.7%
2.98%
-5.3%
Q3 2018$7,442,000
+4.6%
85,453
-0.3%
3.15%
+5.0%
Q2 2018$7,117,000
-1.3%
85,697
-2.0%
3.00%
-3.3%
Q1 2018$7,213,000
-5.7%
87,444
-2.1%
3.10%
-5.2%
Q4 2017$7,648,000
+5.1%
89,313
-0.5%
3.27%
+0.4%
Q3 2017$7,280,000
+3.7%
89,799
+0.0%
3.26%
+1.0%
Q2 2017$7,019,000
-1.4%
89,797
-2.0%
3.23%
+3.2%
Q1 2017$7,117,000
-22.3%
91,656
-24.2%
3.13%
-23.4%
Q4 2016$9,165,000
+4.6%
120,962
-0.4%
4.08%
+2.1%
Q3 2016$8,763,000
-1.8%
121,470
-2.7%
4.00%
-2.9%
Q2 2016$8,922,000
+1.9%
124,852
-1.5%
4.12%
+8.4%
Q1 2016$8,752,000
+3.3%
126,764
-0.1%
3.80%
+1.1%
Q4 2015$8,472,000
-7.5%
126,925
-13.1%
3.76%
-9.7%
Q3 2015$9,155,000
-17.1%
146,131
-10.9%
4.16%
-13.1%
Q2 2015$11,047,000
-6.4%
164,099
-5.1%
4.79%
-5.0%
Q1 2015$11,806,000
-14.7%
172,848
-14.1%
5.04%
-13.6%
Q4 2014$13,839,000
-11.7%
201,301
-14.7%
5.83%
-9.9%
Q3 2014$15,676,000
-6.9%
236,055
-7.0%
6.47%
-5.0%
Q2 2014$16,833,000
-11.2%
253,829
-15.5%
6.82%
-21.9%
Q1 2014$18,964,000
-13.2%
300,451
-14.3%
8.73%
-4.5%
Q4 2013$21,844,000
-6.8%
350,508
-14.0%
9.15%
+0.1%
Q3 2013$23,437,000
-8.8%
407,667
-11.0%
9.14%
-5.0%
Q2 2013$25,699,000
+3.5%
457,812
+1.1%
9.62%
+4.1%
Q1 2013$24,819,000
+8.0%
452,815
-2.7%
9.24%
+2.3%
Q4 2012$22,971,000
+15.4%
465,197
+17.8%
9.04%
+17.6%
Q3 2012$19,905,000
+5.8%
394,938
+1.0%
7.68%
+0.8%
Q2 2012$18,818,000
+1.3%
391,062
+2.1%
7.62%
+1.2%
Q1 2012$18,569,000383,1527.53%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2013
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders