Berkeley Capital Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$19,721,290
+16.1%
190,876
+19.2%
7.12%
+18.4%
Q2 2023$16,980,333
+1.2%
160,086
+0.7%
6.01%
-3.2%
Q1 2023$16,772,889
+0.9%
158,985
+3.5%
6.22%
-3.3%
Q4 2022$16,624,635
+14.0%
153,633
-0.0%
6.43%
+1.9%
Q3 2022$14,578,000
-5.6%
153,644
+1.2%
6.31%
-0.9%
Q2 2022$15,435,000
-6.7%
151,772
+3.0%
6.37%
-3.4%
Q1 2022$16,546,000
-13.5%
147,399
-13.7%
6.59%
-16.1%
Q4 2021$19,138,000
+6.4%
170,710
-1.9%
7.86%
-5.1%
Q3 2021$17,989,000
+2.7%
174,062
+4.1%
8.28%
+6.2%
Q2 2021$17,523,000
+4.8%
167,254
+1.1%
7.80%
-3.3%
Q1 2021$16,721,000
+5.6%
165,406
-4.4%
8.07%
-0.8%
Q4 2020$15,839,000
+12.0%
173,088
-0.9%
8.13%
-5.7%
Q3 2020$14,137,000
+6.0%
174,685
+3.2%
8.63%
+5.0%
Q2 2020$13,333,000
+7.3%
169,250
-3.6%
8.21%
-2.7%
Q1 2020$12,426,000
-20.6%
175,637
+5.2%
8.44%
+5.4%
Q4 2019$15,643,000
+8.1%
166,935
+2.3%
8.01%
+4.9%
Q3 2019$14,475,000
+0.5%
163,134
-1.1%
7.64%
+13.6%
Q2 2019$14,408,000
+3.9%
164,885
+1.9%
6.72%
-2.0%
Q1 2019$13,862,000
+14.4%
161,823
+4.2%
6.86%
+1.7%
Q4 2018$12,117,000
+22.1%
155,366
+36.4%
6.74%
+20.7%
Q3 2018$9,923,000
+11.8%
113,940
+6.6%
5.59%
+7.7%
Q2 2018$8,874,000
+1.3%
106,856
+0.6%
5.19%
+2.6%
Q1 2018$8,760,000
-0.7%
106,204
+3.1%
5.06%
-12.9%
Q4 2017$8,822,000
+4.4%
103,020
-1.2%
5.81%
+2.8%
Q3 2017$8,450,000
-7.9%
104,231
-11.2%
5.65%
-9.6%
Q2 2017$9,172,000
-0.9%
117,346
-1.6%
6.25%
-0.7%
Q1 2017$9,256,000
+17.8%
119,204
+15.0%
6.29%
+11.2%
Q4 2016$7,855,000
-8.8%
103,674
-13.1%
5.66%
-7.9%
Q3 2016$8,611,000
+0.5%
119,358
-0.5%
6.14%
+2.1%
Q2 2016$8,570,000
+8.2%
119,933
+4.6%
6.01%
+5.0%
Q1 2016$7,920,000
+167.3%
114,710
+158.4%
5.73%
+137.7%
Q4 2015$2,963,00044,3882.41%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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