Crescent Grove Advisors, 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
Crescent Grove Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$9,613,535
-13.3%
93,046
-11.0%
1.20%
+0.7%
Q2 2023$11,085,850
-13.8%
104,514
-14.2%
1.19%
-20.2%
Q1 2023$12,856,964
-9.5%
121,867
-7.2%
1.49%
+0.9%
Q4 2022$14,212,706
+46.2%
131,344
+28.2%
1.48%
+31.6%
Q3 2022$9,724,000
+11.5%
102,490
+19.6%
1.12%
+22.3%
Q2 2022$8,718,000
+23.3%
85,723
+36.0%
0.92%
+32.5%
Q1 2022$7,073,000
+16.8%
63,011
+16.6%
0.69%
+22.0%
Q4 2021$6,058,000
+25.5%
54,032
+15.7%
0.57%
+10.7%
Q3 2021$4,826,000
+0.5%
46,691
+1.8%
0.51%
+1.6%
Q2 2021$4,804,000
+3.6%
45,851
+0.0%
0.50%
-7.0%
Q1 2021$4,635,000
+10.1%
45,848
-0.3%
0.54%
-1.3%
Q4 2020$4,208,000
+13.7%
45,989
+0.6%
0.55%
-25.4%
Q3 2020$3,700,000
-9.0%
45,715
-11.5%
0.74%
-14.3%
Q2 2020$4,067,000
-4.4%
51,628
-14.1%
0.86%
-9.1%
Q1 2020$4,253,000
-4.3%
60,113
+26.8%
0.95%
+22.7%
Q4 2019$4,443,000
+4.9%
47,413
-0.7%
0.77%
-5.0%
Q3 2019$4,235,000
+1.6%
47,726
+0.0%
0.81%
+3.3%
Q2 2019$4,170,000
+1.4%
47,719
-0.6%
0.79%
-6.8%
Q1 2019$4,112,000
+7.9%
48,006
-1.8%
0.84%
+3.7%
Q4 2018$3,812,000
-11.1%
48,875
+0.0%
0.81%
-12.3%
Q3 2018$4,288,000
+48.0%
48,861
+40.0%
0.93%
+28.9%
Q2 2018$2,898,0000.0%34,890
-0.7%
0.72%
+1.3%
Q1 2018$2,898,000
-6.2%
35,128
-2.6%
0.71%
-8.5%
Q4 2017$3,089,000
+4.5%
36,079
-1.1%
0.78%
+2.4%
Q3 2017$2,957,000
-0.2%
36,470
-3.8%
0.76%
-11.3%
Q2 2017$2,964,00037,9180.86%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 386,418$40,767,08329.74%
Operose Advisors LLC 542,201$57,202,16728.42%
SWISS RE LTD 728,970$76,906,33518.04%
Benchmark Wealth Management, LLC 248,469$26,603,54016.96%
Montis Financial, LLC 206,289$21,763,54116.84%
MARINO, STRAM & ASSOCIATES LLC 486,254$51,299,78915.49%
Coco Enterprises, LLC 173,128$18,197,48914.56%
ACT WEALTH MANAGEMENT, LLC 227,565$24,008,10614.28%
PARAGON FINANCIAL PARTNERS, INC. 123,435$13,022,42913.64%
CVS HEALTH Corp 212,832$22,453,77613.37%
View complete list of VANGUARD WHITEHALL FDS shareholders