Alpha Cubed Investments, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,971,983
-1.9%
19,086
+0.7%
0.13%
-1.5%
Q2 2023$2,009,415
-2.6%
18,944
-3.1%
0.14%
-9.4%
Q1 2023$2,062,065
-14.1%
19,546
-11.9%
0.15%
-18.1%
Q4 2022$2,401,304
-81.4%
22,191
-83.7%
0.18%
-82.0%
Q3 2022$12,937,000
+530.5%
136,355
+575.7%
1.01%
+577.9%
Q2 2022$2,052,000
-8.1%
20,181
+1.5%
0.15%
+4.2%
Q1 2022$2,232,000
+70.0%
19,886
+69.8%
0.14%
+66.3%
Q4 2021$1,313,000
+22.8%
11,713
+13.3%
0.09%
+7.5%
Q3 2021$1,069,000
+0.5%
10,342
+1.9%
0.08%
+3.9%
Q2 2021$1,064,000
-1.7%
10,154
-5.2%
0.08%
-8.3%
Q1 2021$1,082,000
-11.5%
10,708
-19.8%
0.08%
-19.2%
Q4 2020$1,222,000
+4.7%
13,355
-7.4%
0.10%
-7.1%
Q3 2020$1,167,000
+167.0%
14,425
+160.1%
0.11%
+133.3%
Q2 2020$437,000
-23.2%
5,547
-31.1%
0.05%
-29.4%
Q1 2020$569,000
-92.6%
8,049
-90.2%
0.07%
-91.4%
Q4 2019$7,668,000
+184.5%
81,824
+169.4%
0.79%
+151.3%
Q3 2019$2,695,000
+224.3%
30,369
+208.8%
0.31%
+223.7%
Q3 2018$831,0009,8330.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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