Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$465
-2.7%
4,5040.0%0.07%0.0%
Q2 2023$478
+6.2%
4,504
+5.6%
0.07%
-4.1%
Q1 2023$450
-2.6%
4,2650.0%0.07%
-7.5%
Q4 2022$462
-99.9%
4,2650.0%0.08%
+1.3%
Q3 2022$405,000
-6.7%
4,2650.0%0.08%
-2.5%
Q2 2022$434,000
-5.7%
4,265
+4.2%
0.08%
+6.6%
Q1 2022$460,000
+6.0%
4,095
+5.8%
0.08%
+8.6%
Q4 2021$434,000
+8.5%
3,8700.0%0.07%
-1.4%
Q3 2021$400,000
-1.5%
3,8700.0%0.07%
-2.7%
Q2 2021$406,000
+8.0%
3,870
+4.2%
0.07%
+5.8%
Q1 2021$376,000
+23.3%
3,715
+11.5%
0.07%
+3.0%
Q4 2020$305,000
+13.0%
3,3330.0%0.07%0.0%
Q3 2020$270,000
+2.7%
3,3330.0%0.07%
-2.9%
Q2 2020$263,000
+11.4%
3,3330.0%0.07%
-6.8%
Q1 2020$236,000
-24.4%
3,3330.0%0.07%
-7.5%
Q4 2019$312,000
+22.4%
3,333
+16.2%
0.08%
+12.7%
Q3 2019$255,000
+1.6%
2,8690.0%0.07%0.0%
Q2 2019$251,000
-23.2%
2,869
-24.7%
0.07%
-19.3%
Q1 2019$327,000
+67.7%
3,812
+52.7%
0.09%
+51.7%
Q4 2018$195,000
+24.2%
2,497
+38.6%
0.06%
+31.8%
Q3 2018$157,000
+4.7%
1,8020.0%0.04%
-6.4%
Q2 2018$150,000
+9.5%
1,802
+8.2%
0.05%
+6.8%
Q1 2018$137,000
-4.2%
1,6650.0%0.04%
-6.4%
Q4 2017$143,000
+5.9%
1,6650.0%0.05%0.0%
Q3 2017$135,000
+3.8%
1,6650.0%0.05%
-2.1%
Q2 2017$130,000
+0.8%
1,6650.0%0.05%
-4.0%
Q1 2017$129,000
+92.5%
1,665
+87.9%
0.05%
+78.6%
Q4 2016$67,000
+4.7%
8860.0%0.03%0.0%
Q3 2016$64,000
+1.6%
8860.0%0.03%
-6.7%
Q2 2016$63,000
-33.7%
886
-35.8%
0.03%
-36.2%
Q1 2016$95,000
+61.0%
1,379
+55.6%
0.05%
+51.6%
Q4 2015$59,000
+353.8%
886
+323.9%
0.03%
+342.9%
Q3 2015$13,000
-7.1%
2090.0%0.01%0.0%
Q2 2015$14,0000.0%2090.0%0.01%0.0%
Q1 2015$14,0002090.01%
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