Old Port Advisors - 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
Old Port Advisors ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,200,538
-12.3%
30,977
-9.3%
1.16%
-11.6%
Q1 2023$3,648,759
-8.1%
34,171
-6.9%
1.31%
-12.2%
Q4 2022$3,970,357
+3.3%
36,691
-4.4%
1.50%
-2.1%
Q3 2022$3,843,000
-3.3%
38,387
-1.9%
1.53%
-0.6%
Q2 2022$3,973,000
-12.2%
39,128
-2.5%
1.54%
-0.2%
Q1 2022$4,524,000
-3.3%
40,130
-2.2%
1.54%
-2.8%
Q4 2021$4,677,000
+5.8%
41,022
-2.3%
1.58%
-1.1%
Q3 2021$4,419,000
-0.3%
41,996
-0.7%
1.60%
+0.4%
Q2 2021$4,433,000
+0.2%
42,275
-3.4%
1.60%
-8.1%
Q1 2021$4,424,000
+6.6%
43,762
-4.7%
1.74%
-3.7%
Q4 2020$4,149,000
+13.1%
45,898
+1.2%
1.80%
-0.5%
Q3 2020$3,670,000
+3.1%
45,343
+0.3%
1.81%
-2.8%
Q2 2020$3,561,000
+8.8%
45,208
-2.3%
1.86%
-6.7%
Q1 2020$3,274,000
-24.0%
46,271
+0.2%
2.00%
-4.0%
Q4 2019$4,309,000
+4.8%
46,196
-1.6%
2.08%
-3.3%
Q3 2019$4,113,000
-2.5%
46,933
-1.2%
2.15%
-0.5%
Q2 2019$4,218,000
+14.5%
47,525
+10.5%
2.16%
+12.0%
Q1 2019$3,684,000
+5.3%
43,010
-0.1%
1.93%
-1.4%
Q4 2018$3,498,000
+0.3%
43,057
+2.5%
1.96%
+4.1%
Q2 2018$3,489,00042,0141.88%
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