Private Ocean, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$154,023
-2.2%
1,491
+0.4%
0.02%0.0%
Q2 2023$157,502
-1.4%
1,485
-1.9%
0.02%
-4.8%
Q1 2023$159,762
+100.5%
1,514
+105.4%
0.02%
+110.0%
Q4 2022$79,687
+15.5%
737
+0.1%
0.01%
-9.1%
Q3 2022$69,000
-51.1%
736
-47.1%
0.01%
-50.0%
Q2 2022$141,000
-9.6%
1,3910.0%0.02%
+15.8%
Q1 2022$156,0000.0%1,391
+0.1%
0.02%
+5.6%
Q4 2021$156,000
+8.3%
1,390
-0.1%
0.02%0.0%
Q3 2021$144,000
-17.2%
1,391
-16.3%
0.02%
-21.7%
Q2 2021$174,000
+3.6%
1,662
+0.1%
0.02%
-23.3%
Q1 2021$168,000
+10.5%
1,661
-0.1%
0.03%
-3.2%
Q4 2020$152,000
+13.4%
1,662
+0.4%
0.03%0.0%
Q3 2020$134,000
+27.6%
1,655
+23.3%
0.03%
+19.2%
Q2 2020$105,000
+11.7%
1,342
+0.5%
0.03%0.0%
Q1 2020$94,000
+46.9%
1,335
+97.5%
0.03%
+62.5%
Q4 2019$64,000
+6.7%
676
+0.9%
0.02%
+6.7%
Q3 2019$60,000
+3.4%
670
+0.9%
0.02%0.0%
Q2 2019$58,000
+3.6%
664
+0.8%
0.02%0.0%
Q1 2019$56,000
+9.8%
659
+0.8%
0.02%
+7.1%
Q4 2018$51,000
-8.9%
654
+1.7%
0.01%
-44.0%
Q3 2018$56,000
+5.7%
6430.0%0.02%
+4.2%
Q2 2018$53,000
+1.9%
643
+1.6%
0.02%
-4.0%
Q1 2018$52,000
-3.7%
633
-0.2%
0.02%
-16.7%
Q4 2017$54,000
-94.7%
634
-95.8%
0.03%
-96.0%
Q3 2014$1,010,000
-1.6%
15,204
-1.7%
0.74%
-2.0%
Q2 2014$1,026,000
+5.8%
15,474
+0.7%
0.76%
+5.7%
Q1 2014$970,000
+2.0%
15,364
+0.6%
0.72%
-6.1%
Q4 2013$951,00015,2670.77%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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