Integrated Wealth Concepts LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$22,928,037
+22.6%
221,913
+25.9%
0.40%
+26.2%
Q2 2023$18,698,137
+101228.4%
176,281
+0.8%
0.32%
-15.8%
Q1 2023$18,453
+27.6%
174,911
+30.9%
0.38%
-3.3%
Q4 2022$14,456
-99.9%
133,592
+1.0%
0.39%
-2.0%
Q3 2022$12,552,000
-4.4%
132,290
+2.4%
0.40%
-2.0%
Q2 2022$13,135,000
+7.8%
129,158
+19.0%
0.41%
+9.9%
Q1 2022$12,183,000
+9.8%
108,535
+9.6%
0.37%
+12.7%
Q4 2021$11,099,000
+10.5%
98,997
+1.9%
0.33%
+0.9%
Q3 2021$10,043,000
+8.2%
97,171
+9.7%
0.33%
-0.6%
Q2 2021$9,281,000
+7.1%
88,586
+3.3%
0.33%
-7.6%
Q1 2021$8,665,000
+12.4%
85,718
+1.8%
0.36%
-2.5%
Q4 2020$7,707,000
+18.0%
84,221
+4.3%
0.36%
-9.4%
Q3 2020$6,533,000
+7.8%
80,718
+4.9%
0.40%
-7.6%
Q2 2020$6,061,000
+12.4%
76,941
+1.0%
0.44%
-12.4%
Q1 2020$5,390,000
-21.9%
76,177
+3.5%
0.50%
-14.4%
Q4 2019$6,897,000
+11.3%
73,599
+5.4%
0.58%
-16.5%
Q3 2019$6,199,000
+13.3%
69,858
+6.3%
0.70%
-2.8%
Q2 2019$5,470,000
+6.1%
65,729
+9.3%
0.72%
-17.9%
Q1 2019$5,154,000
+20.0%
60,163
+9.2%
0.87%
-25.2%
Q4 2018$4,295,000
+25.5%
55,073
+40.8%
1.17%
+12.9%
Q3 2018$3,422,000
+239.5%
39,113
+483.3%
1.03%
+200.6%
Q2 2018$1,008,000
-69.0%
6,706
-83.4%
0.34%
-73.6%
Q1 2018$3,254,000
-2.9%
40,352
+4.9%
1.30%
-9.0%
Q4 2017$3,351,00038,4571.43%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
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