IFG Advisory, LLC - 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
IFG Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$18,881,799
-0.7%
182,750
+1.9%
1.59%
-5.8%
Q2 2023$19,020,146
-2.9%
179,316
-3.4%
1.69%
-7.9%
Q1 2023$19,587,340
+101158.0%
185,661
+3.9%
1.83%
-4.9%
Q4 2022$19,344
-99.9%
178,771
+1.4%
1.93%
+26.7%
Q3 2022$16,720,000
-4.3%
176,228
+2.6%
1.52%
-18.1%
Q2 2022$17,463,000
-6.3%
171,721
+3.5%
1.86%
-1.3%
Q1 2022$18,628,000
+11.0%
165,951
+10.8%
1.88%
+14.9%
Q4 2021$16,789,000
+14.1%
149,758
+5.2%
1.64%
+3.2%
Q3 2021$14,719,000
+0.3%
142,419
+1.7%
1.59%
-2.8%
Q2 2021$14,669,000
+4.3%
140,020
+0.7%
1.63%
-6.9%
Q1 2021$14,061,000
+12.3%
139,101
+1.6%
1.75%
+1.0%
Q4 2020$12,524,000
+17.7%
136,866
+4.1%
1.73%
+0.7%
Q3 2020$10,639,000
+12.9%
131,466
+9.9%
1.72%
+1.4%
Q2 2020$9,422,000
+16.0%
119,606
+4.2%
1.70%
-6.3%
Q1 2020$8,123,000
-21.6%
114,826
+3.8%
1.81%
-4.2%
Q4 2019$10,367,000
+7.4%
110,629
+1.6%
1.89%
+1.1%
Q3 2019$9,657,000
+2.3%
108,836
+0.7%
1.87%
+11.9%
Q2 2019$9,441,000
+4.9%
108,053
+2.9%
1.67%
-2.7%
Q1 2019$8,997,000
+23.4%
105,039
+12.4%
1.72%
+0.2%
Q4 2018$7,288,000
-9.1%
93,452
+1.5%
1.72%
+14.0%
Q3 2018$8,016,000
+10.8%
92,051
+5.6%
1.51%
+1.3%
Q2 2018$7,237,000
+2.4%
87,146
+1.7%
1.49%
-5.3%
Q1 2018$7,069,000
-0.2%
85,703
+3.6%
1.57%
-1.5%
Q4 2017$7,086,00082,7541.60%
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