SRS Capital Advisors, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,573,788
+18.6%
73,305
+21.7%
0.94%
+15.7%
Q2 2023$6,387,722
+2.7%
60,222
+2.2%
0.82%
-1.0%
Q1 2023$6,219,055
-1.5%
58,948
+1.1%
0.82%
-5.7%
Q4 2022$6,310,939
+12.5%
58,321
-1.4%
0.87%
-1.4%
Q3 2022$5,612,000
-0.9%
59,150
+6.2%
0.88%
+3.1%
Q2 2022$5,665,000
-8.0%
55,703
+1.5%
0.86%
+4.5%
Q1 2022$6,159,000
-1.0%
54,870
-1.1%
0.82%
+4.1%
Q4 2021$6,220,000
+7.2%
55,483
-1.2%
0.79%
-0.5%
Q3 2021$5,802,000
-1.1%
56,136
+0.2%
0.79%
-0.9%
Q2 2021$5,867,000
+25.0%
56,001
+9.2%
0.80%
+15.1%
Q4 2020$4,695,000
+18.4%
51,304
+4.8%
0.70%
+4.0%
Q3 2020$3,964,000
+10.7%
48,975
+7.7%
0.67%
+4.7%
Q2 2020$3,581,000
+35.3%
45,461
+21.5%
0.64%
+4.6%
Q1 2020$2,646,000
+5.3%
37,405
+39.4%
0.61%
-15.5%
Q4 2019$2,514,000
+8.0%
26,824
+2.2%
0.72%
+2.8%
Q3 2019$2,328,000
+7.7%
26,239
+6.0%
0.70%
-2.5%
Q2 2019$2,162,000
+16.6%
24,745
+4.1%
0.72%
-2.3%
Q4 2018$1,854,000
+2.8%
23,769
+14.7%
0.74%
+1.4%
Q3 2018$1,804,000
-38.9%
20,714
-41.7%
0.73%
-43.9%
Q2 2018$2,952,000
+3.7%
35,549
+2.9%
1.30%
-12.4%
Q1 2018$2,848,000
-10.0%
34,531
-6.6%
1.48%
+7.8%
Q4 2017$3,164,000
+3.0%
36,959
-2.5%
1.37%
-7.0%
Q3 2017$3,072,000
-21.3%
37,894
-24.2%
1.48%
-20.9%
Q2 2017$3,902,000
+1.0%
49,978
+0.4%
1.87%
+0.4%
Q1 2017$3,864,000
+10.0%
49,764
+7.3%
1.86%
+5.6%
Q4 2016$3,514,00046,3791.76%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2019
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