SWS Partners - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
SWS Partners ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,608,417
-3.4%
25,246
-0.8%
0.96%
-1.0%
Q2 2023$2,699,269
+3.3%
25,448
+2.8%
0.97%
+0.2%
Q1 2023$2,612,075
+95057.6%
24,759
-2.4%
0.97%
-25.3%
Q4 2022$2,745
-99.9%
25,363
-2.4%
1.30%
+14.0%
Q3 2022$2,465,000
-10.0%
25,977
-13.2%
1.14%
-6.5%
Q4 2020$2,740,000
+3.7%
29,941
-8.3%
1.22%
-7.8%
Q3 2020$2,642,000
+14.1%
32,651
-0.3%
1.32%
-20.0%
Q1 2020$2,316,000
-31.4%
32,733
-11.5%
1.66%
-17.2%
Q3 2019$3,378,000
+11.9%
36,975
+8.3%
2.00%
+4.2%
Q2 2019$3,020,000
+17.7%
34,140
+3.8%
1.92%
-1.3%
Q4 2018$2,566,000
-13.1%
32,906
-2.9%
1.94%
+3.7%
Q3 2018$2,952,000
+7.7%
33,896
+2.7%
1.87%
-2.7%
Q2 2018$2,741,000
+13.2%
33,001
+9.9%
1.93%
+8.0%
Q1 2018$2,422,000
+18.5%
30,029
+25.8%
1.78%
+16.1%
Q4 2017$2,044,00023,8681.54%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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