Joel Isaacson & Co., LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$84,919,915
-1.9%
821,912
+0.7%
5.81%
+0.3%
Q2 2023$86,536,420
+0.3%
815,843
-0.3%
5.79%
-6.6%
Q1 2023$86,312,692
+4.3%
818,130
+6.9%
6.20%
-2.7%
Q4 2022$82,789,741
+26.1%
765,084
+10.6%
6.37%
+12.3%
Q3 2022$65,655,000
+0.2%
691,982
+7.4%
5.67%
+3.1%
Q2 2022$65,525,000
-3.4%
644,298
+6.8%
5.50%
+10.3%
Q1 2022$67,816,000
+11.2%
603,027
+10.8%
4.99%
+19.1%
Q4 2021$60,993,000
+22.9%
544,046
+13.3%
4.19%
+11.8%
Q3 2021$49,616,000
+6.0%
480,077
+7.5%
3.75%
+2.9%
Q2 2021$46,797,000
+6.1%
446,662
+2.4%
3.64%
-5.8%
Q1 2021$44,092,000
+12.1%
436,161
+1.4%
3.87%
+0.4%
Q4 2020$39,346,000
+15.2%
429,965
+1.9%
3.85%
-13.2%
Q3 2020$34,144,000
+1.9%
421,901
-0.8%
4.44%
-7.0%
Q2 2020$33,510,000
+10.1%
425,367
-1.1%
4.77%
-9.9%
Q1 2020$30,435,000
-30.6%
430,177
-8.1%
5.30%
-8.0%
Q4 2019$43,879,000
+5.5%
468,244
-0.1%
5.76%
-2.8%
Q3 2019$41,591,000
+6.0%
468,739
+4.4%
5.93%
+3.8%
Q2 2019$39,230,000
+1.9%
448,959
-0.1%
5.71%
+1.7%
Q1 2019$38,489,000
+7.6%
449,326
+1.0%
5.62%
-0.9%
Q4 2018$35,778,000
-3.5%
444,889
+4.5%
5.67%
-2.7%
Q3 2018$37,067,000
+5.0%
425,616
+0.2%
5.83%
-1.4%
Q2 2018$35,287,000
+1.9%
424,887
+1.3%
5.91%
-2.1%
Q1 2018$34,613,000
-3.8%
419,603
-0.1%
6.04%
-3.3%
Q4 2017$35,975,000
+5.4%
420,124
-0.2%
6.24%
-0.0%
Q3 2017$34,142,000
+2.9%
421,148
-0.8%
6.25%
-0.5%
Q2 2017$33,193,000
+2.7%
424,686
+2.0%
6.28%
-1.0%
Q1 2017$32,323,000
+2.9%
416,261
+0.4%
6.34%
+0.4%
Q4 2016$31,401,000
+6.7%
414,432
+1.6%
6.32%
+4.5%
Q3 2016$29,430,000
+4.4%
407,960
+3.4%
6.04%
+0.7%
Q2 2016$28,195,000
+6.5%
394,559
+2.9%
6.00%
+2.7%
Q1 2016$26,468,000
+13.0%
383,367
+9.3%
5.84%
+1.6%
Q4 2015$23,420,000
+11.2%
350,854
+4.4%
5.75%
+2.3%
Q3 2015$21,061,000
-3.3%
336,174
+3.9%
5.62%
+0.8%
Q2 2015$21,771,000
-3.6%
323,402
-2.2%
5.58%
-2.0%
Q1 2015$22,578,000
+3.5%
330,574
+4.2%
5.69%
-2.9%
Q4 2014$21,818,000
+11.1%
317,353
+7.4%
5.87%
-2.3%
Q3 2014$19,631,000
+6.9%
295,608
+6.8%
6.00%
+4.5%
Q2 2014$18,356,000
+8.4%
276,798
+3.2%
5.75%
+1.1%
Q1 2014$16,933,000
+5.5%
268,273
+4.2%
5.68%
-2.5%
Q4 2013$16,048,000
+13.7%
257,511
+4.9%
5.83%
+1.0%
Q3 2013$14,119,000
+9.1%
245,582
+6.9%
5.77%
-5.3%
Q2 2013$12,944,000
+32.1%
229,625
+28.4%
6.09%
+22.6%
Q1 2013$9,799,000
+92.4%
178,786
+73.4%
4.96%
+49.6%
Q4 2012$5,092,000103,1163.32%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2016
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