Jackson, Grant Investment Advisers, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$484,574
-2.4%
4,690
+0.2%
0.23%
+1.7%
Q2 2023$496,281
+0.8%
4,679
+0.3%
0.23%
-0.4%
Q1 2023$492,275
-2.3%
4,666
+0.2%
0.23%
-4.9%
Q4 2022$503,788
+13.7%
4,656
-0.4%
0.24%
+4.7%
Q3 2022$443,000
-6.5%
4,673
+0.2%
0.23%
-1.3%
Q2 2022$474,000
-9.2%
4,662
+0.3%
0.24%
+6.8%
Q1 2022$522,000
+9.2%
4,650
+0.5%
0.22%
+3.3%
Q3 2021$478,000
-1.2%
4,629
+0.2%
0.21%0.0%
Q2 2021$484,000
+3.2%
4,618
-0.5%
0.21%
-1.4%
Q1 2021$469,000
+10.6%
4,642
+0.2%
0.22%0.0%
Q4 2020$424,000
+20.1%
4,632
+6.3%
0.22%
+1.9%
Q3 2020$353,000
+3.2%
4,358
+0.3%
0.21%
-2.8%
Q2 2020$342,000
+11.8%
4,345
+0.3%
0.22%
-3.5%
Q1 2020$306,000
-24.1%
4,331
+0.7%
0.23%
+3.7%
Q4 2019$403,000
+6.6%
4,299
+0.8%
0.22%
+1.4%
Q3 2019$378,000
+2.2%
4,265
+0.9%
0.22%
-0.5%
Q2 2019$370,000
+2.8%
4,229
+0.7%
0.22%0.0%
Q1 2019$360,000
+10.8%
4,201
+0.7%
0.22%
-5.3%
Q4 2018$325,000
-9.0%
4,171
+1.7%
0.23%
+1.8%
Q3 2018$357,000
+4.7%
4,1030.0%0.22%
-4.7%
Q2 2018$341,000
+2.1%
4,103
+1.4%
0.24%
+0.4%
Q1 2018$334,000
-3.5%
4,0450.0%0.23%0.0%
Q4 2017$346,000
+138.6%
4,045
+126.7%
0.23%
+122.9%
Q3 2017$145,000
+26.1%
1,784
+21.3%
0.10%
+18.0%
Q2 2017$115,000
+0.9%
1,4710.0%0.09%
-2.2%
Q1 2017$114,000
+3.6%
1,471
+1.3%
0.09%
-3.2%
Q4 2016$110,000
-9.1%
1,452
-13.2%
0.09%
-6.0%
Q3 2016$121,0001,6730.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
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