Kovack Advisors, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,622,979
-0.9%
15,708
+1.7%
0.23%
+7.6%
Q2 2023$1,638,149
-0.9%
15,444
-1.4%
0.21%
-6.7%
Q1 2023$1,652,639
-1.2%
15,665
+1.3%
0.22%
-8.2%
Q4 2022$1,673,240
+27.5%
15,463
+11.8%
0.24%
+26.9%
Q3 2022$1,312,000
+7.5%
13,829
+15.3%
0.19%
+19.9%
Q2 2022$1,220,000
-0.1%
11,999
+10.2%
0.16%
+28.8%
Q1 2022$1,221,000
+15.1%
10,885
+15.0%
0.12%
+21.4%
Q4 2021$1,061,000
+22.0%
9,463
+12.5%
0.10%
+8.4%
Q3 2021$870,000
+0.8%
8,414
+2.2%
0.10%
-3.1%
Q2 2021$863,000
+28.8%
8,235
+24.3%
0.10%
+12.6%
Q1 2021$670,000
+0.9%
6,626
-8.7%
0.09%
-9.4%
Q4 2020$664,000
+11.2%
7,260
-1.7%
0.10%
-9.4%
Q3 2020$597,000
+4.0%
7,383
+1.2%
0.11%
-5.4%
Q2 2020$574,000
+23.2%
7,292
+10.7%
0.11%
+3.7%
Q1 2020$466,000
-52.3%
6,586
-36.9%
0.11%
-38.3%
Q4 2019$977,000
+13.5%
10,430
+7.5%
0.18%
-1.1%
Q3 2019$861,000
+14.0%
9,702
+12.2%
0.18%
+2.3%
Q2 2019$755,000
+49.2%
8,644
+46.3%
0.17%
+37.3%
Q1 2019$506,000
+52.0%
5,910
+38.3%
0.13%
+29.9%
Q4 2018$333,000
-11.0%
4,273
-0.4%
0.10%
+1.0%
Q3 2018$374,000
-54.8%
4,292
-57.0%
0.10%
-58.4%
Q2 2018$828,000
-11.6%
9,974
-12.2%
0.23%
-1.7%
Q1 2018$937,000
-10.4%
11,355
-7.1%
0.24%
-11.0%
Q4 2017$1,046,000
+13.1%
12,220
+7.1%
0.26%
-14.0%
Q3 2017$925,000
+14.8%
11,409
+10.7%
0.31%
+20.9%
Q2 2017$806,000
+0.1%
10,308
-0.6%
0.25%
-18.8%
Q1 2017$805,000
-5.0%
10,367
-7.3%
0.31%
-22.3%
Q4 2016$847,000
+297.7%
11,185
+279.2%
0.40%
+287.5%
Q3 2016$213,0002,9500.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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