LEVEL FOUR ADVISORY SERVICES, 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,563,879
+5.9%
34,494
+8.7%
0.23%
+13.9%
Q2 2023$3,364,833
+9.2%
31,723
+8.6%
0.20%0.0%
Q1 2023$3,080,359
-6.2%
29,198
-3.8%
0.20%
-17.2%
Q4 2022$3,285,563
+36.7%
30,363
+19.8%
0.24%
+4.3%
Q3 2022$2,404,000
-4.1%
25,341
+2.8%
0.23%
-0.8%
Q2 2022$2,507,000
-10.8%
24,653
-1.5%
0.24%
+7.3%
Q1 2022$2,809,000
-3.1%
25,028
-3.2%
0.22%
-0.5%
Q4 2021$2,900,000
+58.3%
25,864
+45.9%
0.22%
+15.7%
Q3 2021$1,832,000
-52.7%
17,722
-52.1%
0.19%
-28.7%
Q2 2021$3,877,000
+2.3%
37,009
-1.2%
0.27%
-8.8%
Q1 2021$3,788,000
+11.3%
37,469
+0.7%
0.29%
+7.7%
Q4 2020$3,404,000
+18.8%
37,197
+5.1%
0.27%
+23.5%
Q3 2020$2,865,000
+0.8%
35,395
-1.8%
0.22%
+0.5%
Q2 2020$2,841,000
-9.3%
36,053
-18.6%
0.22%
-41.5%
Q1 2020$3,132,000
-27.1%
44,287
-3.5%
0.38%
+121.2%
Q4 2019$4,298,000
+6.1%
45,873
+0.5%
0.17%
-59.4%
Q3 2019$4,051,000
+6.4%
45,654
+5.1%
0.42%
+9.1%
Q2 2019$3,807,000
-0.4%
43,420
-2.7%
0.38%
-8.8%
Q1 2019$3,823,000
+10.9%
44,637
+1.0%
0.42%
-2.1%
Q4 2018$3,447,000
-15.2%
44,199
-5.3%
0.43%
-2.3%
Q3 2018$4,067,000
+4.2%
46,695
-0.7%
0.44%
+54.9%
Q2 2018$3,904,000
+2.9%
47,011
+2.2%
0.28%
-3.4%
Q1 2018$3,793,000
-4.1%
45,982
-0.5%
0.29%
-4.5%
Q4 2017$3,957,000
+11.3%
46,215
+5.4%
0.31%
-2.2%
Q3 2017$3,556,000
+30.6%
43,861
+24.6%
0.32%
-24.8%
Q2 2017$2,723,000
-20.5%
35,197
-20.5%
0.42%
+20.1%
Q1 2017$3,427,000
+22.5%
44,260
+19.8%
0.35%
-2.2%
Q4 2016$2,798,00036,9300.36%
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