Winch Advisory Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$138
-2.1%
1,336
+0.7%
0.05%0.0%
Q2 2023$141
+19.5%
1,327
+18.3%
0.05%
+10.9%
Q1 2023$118
-2.5%
1,122
+0.6%
0.05%
-11.5%
Q4 2022$121
-99.9%
1,115
-3.4%
0.05%
+10.6%
Q3 2022$110,000
-6.0%
1,154
+0.7%
0.05%
-2.1%
Q2 2022$117,000
-8.6%
1,146
+0.7%
0.05%
+6.7%
Q1 2022$128,000
+0.8%
1,138
+0.5%
0.04%
+7.1%
Q4 2021$127,000
+35.1%
1,132
+25.1%
0.04%
+27.3%
Q3 2021$94,000
-1.1%
905
+0.2%
0.03%
-2.9%
Q2 2021$95,000
+4.4%
903
+0.3%
0.03%
-5.6%
Q1 2021$91,000
+11.0%
900
+0.3%
0.04%
+5.9%
Q4 2020$82,000
+13.9%
897
+0.3%
0.03%
+13.3%
Q3 2020$72,000
-17.2%
894
-18.9%
0.03%
-26.8%
Q2 2020$87,000
+11.5%
1,103
+0.5%
0.04%
+5.1%
Q1 2020$78,0000.0%1,097
+31.9%
0.04%
+5.4%
Q4 2019$78,000
+136.4%
832
+125.5%
0.04%
+117.6%
Q3 2019$33,000
+3.1%
369
+0.8%
0.02%0.0%
Q2 2019$32,000
+3.2%
366
+0.5%
0.02%0.0%
Q1 2019$31,000
+10.7%
364
+0.6%
0.02%
+6.2%
Q4 2018$28,000
-9.7%
362
+1.4%
0.02%0.0%
Q3 2018$31,000
+3.3%
3570.0%0.02%0.0%
Q2 2018$30,000
+3.4%
357
+1.1%
0.02%
-5.9%
Q1 2018$29,000
-99.4%
353
-99.4%
0.02%
-99.5%
Q4 2017$5,184,000
+7.4%
60,540
+1.7%
3.12%
-0.7%
Q3 2017$4,827,000
+4.7%
59,536
+0.9%
3.14%
+8.2%
Q2 2017$4,612,000
+0.9%
59,004
+0.3%
2.90%
+0.1%
Q1 2017$4,569,000
+3.3%
58,842
+0.8%
2.90%
-4.8%
Q4 2016$4,425,000
+10.2%
58,402
+4.9%
3.04%
-7.0%
Q3 2016$4,017,000
+45.4%
55,682
+44.0%
3.28%
-2.3%
Q2 2016$2,763,000
+9.4%
38,669
+5.7%
3.35%
-17.8%
Q1 2016$2,526,000
+248.9%
36,581
+235.1%
4.08%
+858.8%
Q2 2014$724,000
+49.9%
10,917
+42.6%
0.42%
+38.9%
Q1 2014$483,0007,6560.31%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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