ACCESS FINANCIAL SERVICES, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
ACCESS FINANCIAL SERVICES, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,261,124
-2.6%
12,2060.0%0.76%0.0%
Q2 2023$1,294,690
-0.5%
12,206
-1.0%
0.76%
-4.6%
Q1 2023$1,301,132
-9.9%
12,333
-7.6%
0.79%
-10.3%
Q4 2022$1,443,954
-1.2%
13,344
-13.4%
0.88%
-6.9%
Q3 2022$1,462,000
-6.7%
15,4060.0%0.95%
+5.6%
Q2 2022$1,567,000
-12.4%
15,406
-3.3%
0.90%
+5.4%
Q1 2022$1,789,000
+0.3%
15,936
+0.2%
0.85%
+6.2%
Q4 2021$1,783,000
+3.4%
15,900
-4.7%
0.80%
+3.0%
Q3 2021$1,725,000
-3.7%
16,688
-2.4%
0.78%
-6.6%
Q2 2021$1,791,000
-10.4%
17,096
-13.6%
0.83%
-11.1%
Q1 2021$1,999,000
+7.5%
19,776
-2.7%
0.94%
+3.0%
Q4 2020$1,859,000
-9.4%
20,318
-19.9%
0.91%
-17.9%
Q3 2020$2,052,000
-17.1%
25,358
-19.3%
1.11%
-31.8%
Q2 2020$2,476,000
-47.6%
31,431
-52.9%
1.62%
-56.8%
Q1 2020$4,723,000
-38.1%
66,758
-18.0%
3.76%
-14.8%
Q4 2019$7,627,000
+3.5%
81,385
-2.0%
4.42%
-15.8%
Q3 2019$7,372,000
-0.8%
83,088
-2.3%
5.25%
-7.4%
Q2 2019$7,434,000
+9.8%
85,073
+7.7%
5.67%
+6.3%
Q1 2019$6,769,000
+62.1%
79,018
+47.5%
5.33%
+43.5%
Q4 2018$4,177,000
+44.5%
53,558
+61.4%
3.72%
+87.3%
Q3 2018$2,891,000
-6.8%
33,193
-11.2%
1.98%
-9.2%
Q2 2018$3,103,000
-1.0%
37,368
-1.7%
2.18%
-5.2%
Q1 2018$3,135,000
+14.6%
38,003
+18.9%
2.30%
+22.2%
Q4 2017$2,736,000
+80.6%
31,950
+71.0%
1.89%
+62.8%
Q3 2017$1,515,000
+27.4%
18,685
+22.8%
1.16%
+19.0%
Q2 2017$1,189,000
-11.9%
15,210
-12.5%
0.97%
-14.3%
Q1 2017$1,349,000
+6.6%
17,375
+4.1%
1.14%
-1.2%
Q4 2016$1,265,00016,6901.15%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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