Mount Yale Investment Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,488,374
-6.3%
62,799
-3.8%
0.71%
-3.7%
Q2 2023$6,924,336
+1.3%
65,281
+0.7%
0.73%
-4.6%
Q1 2023$6,838,702
+3.8%
64,822
+6.5%
0.77%
+2.8%
Q4 2022$6,586,615
+18.0%
60,869
+3.5%
0.75%
+0.8%
Q3 2022$5,582,000
-3.4%
58,831
+3.5%
0.74%
+1.8%
Q2 2022$5,779,000
-5.4%
56,824
+4.4%
0.73%
+9.6%
Q1 2022$6,112,000
-7.7%
54,447
-7.8%
0.66%
-3.5%
Q4 2021$6,620,000
+10.6%
59,051
+2.0%
0.69%0.0%
Q3 2021$5,983,000
-7.0%
57,893
-5.8%
0.69%
-11.7%
Q2 2021$6,436,000
+1.9%
61,428
-1.7%
0.78%
-5.5%
Q1 2021$6,317,000
+10.3%
62,486
-0.1%
0.82%
+2.6%
Q4 2020$5,725,000
+4.3%
62,564
-7.7%
0.80%
+2.7%
Q3 2020$5,487,000
-1.2%
67,801
-3.8%
0.78%
-21.4%
Q2 2020$5,554,000
+27.9%
70,504
+14.9%
1.00%
+1.6%
Q1 2020$4,343,000
-36.1%
61,387
-17.4%
0.98%
-17.0%
Q4 2019$6,792,000
+23.6%
74,338
+23.4%
1.18%
+20.0%
Q3 2019$5,495,000
+6.6%
60,254
-0.4%
0.98%
+3.3%
Q2 2019$5,156,000
-2.8%
60,513
-2.2%
0.95%
-4.1%
Q1 2019$5,302,000
+17.0%
61,899
+13.5%
0.99%
+7.9%
Q4 2018$4,531,000
+3.2%
54,540
+7.0%
0.92%
+19.9%
Q3 2018$4,392,000
-2.2%
50,958
-5.8%
0.77%
-9.8%
Q2 2018$4,492,000
+0.7%
54,087
+0.0%
0.85%
-11.1%
Q1 2018$4,461,00054,0770.96%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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