Klingman & Associates, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,007,164
-1.2%
9,748
+1.4%
0.08%
-1.2%
Q2 2023$1,019,757
+0.5%
9,6140.0%0.08%
-5.7%
Q1 2023$1,014,277
+5.9%
9,614
+8.6%
0.09%
+3.6%
Q4 2022$958,091
+17.6%
8,854
+3.0%
0.08%
+5.0%
Q3 2022$815,000
-6.8%
8,5940.0%0.08%
-5.9%
Q2 2022$874,000
-8.8%
8,594
+0.7%
0.08%
+4.9%
Q1 2022$958,000
+2.4%
8,538
+2.3%
0.08%
+1.2%
Q4 2021$936,000
+8.5%
8,3470.0%0.08%
-1.2%
Q3 2021$863,000
-1.4%
8,3470.0%0.08%
-3.6%
Q2 2021$875,000
+3.7%
8,3470.0%0.08%
-3.4%
Q1 2021$844,000
+10.5%
8,347
-0.0%
0.09%
-1.1%
Q4 2020$764,000
+13.0%
8,348
+0.0%
0.09%
-3.3%
Q3 2020$676,000
+2.7%
8,3470.0%0.09%
-9.9%
Q2 2020$658,000
+11.3%
8,3470.0%0.10%
-16.5%
Q1 2020$591,000
+33.4%
8,347
+76.5%
0.12%
+68.1%
Q4 2019$443,000
+5.5%
4,7280.0%0.07%
-4.0%
Q3 2019$420,000
+1.7%
4,7280.0%0.08%
-2.6%
Q2 2019$413,000
+2.2%
4,728
+0.2%
0.08%
-2.5%
Q1 2019$404,000
+9.8%
4,7200.0%0.08%
-4.8%
Q4 2018$368,000
+8.2%
4,720
+20.7%
0.08%
+18.6%
Q3 2018$340,000
+4.6%
3,9090.0%0.07%0.0%
Q2 2018$325,000
-11.9%
3,909
-12.7%
0.07%
-15.7%
Q1 2018$369,000
-3.7%
4,4760.0%0.08%
-1.2%
Q4 2017$383,000
+5.5%
4,4760.0%0.08%
-5.6%
Q3 2017$363,000
+3.7%
4,4760.0%0.09%
-4.3%
Q2 2017$350,000
-19.7%
4,476
-20.3%
0.09%
-23.1%
Q1 2017$436,000
+2.3%
5,6190.0%0.12%
-6.2%
Q4 2016$426,000
+2.4%
5,619
-2.6%
0.13%
+3.2%
Q3 2016$416,000
-0.5%
5,767
-1.5%
0.12%
-7.4%
Q2 2016$418,000
-0.7%
5,856
-4.0%
0.14%
-10.6%
Q1 2016$421,000
+9.6%
6,099
+6.0%
0.15%
+4.9%
Q4 2015$384,000
-22.6%
5,756
-27.3%
0.14%
-25.8%
Q3 2015$496,000
-6.9%
7,9200.0%0.19%
-7.6%
Q2 2015$533,000
+7.2%
7,920
+8.8%
0.21%
+2.9%
Q1 2015$497,000
-0.6%
7,2810.0%0.20%
-1.9%
Q4 2014$500,0007,2810.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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