Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$10,389,267
-18.7%
100,554
-16.5%
0.04%
+150.0%
Q2 2023$12,780,077
+2.5%
120,487
+1.9%
0.02%
-93.6%
Q1 2023$12,471,941
-4.0%
118,216
-6.0%
0.25%
+52.4%
Q4 2022$12,990,823
+27.1%
125,827
+16.8%
0.16%
+27.1%
Q3 2022$10,219,000
-1.9%
107,703
+3.1%
0.13%
+0.8%
Q2 2022$10,413,000
-9.8%
104,478
+1.6%
0.13%
+6.7%
Q1 2022$11,547,000
+0.3%
102,861
+0.2%
0.12%
+8.1%
Q4 2021$11,513,000
+71.2%
102,696
+57.9%
0.11%
+23.3%
Q3 2021$6,723,000
-0.1%
65,043
+1.3%
0.09%
-5.3%
Q2 2021$6,727,000
-19.8%
64,202
-22.7%
0.10%
-28.6%
Q1 2021$8,393,000
+12.5%
83,026
+1.9%
0.13%
+9.9%
Q4 2020$7,458,000
+18.9%
81,500
+5.2%
0.12%
+3.4%
Q3 2020$6,273,000
-15.7%
77,508
-17.9%
0.12%
-28.2%
Q2 2020$7,440,000
+618.8%
94,446
+545.9%
0.16%
+425.8%
Q1 2020$1,035,000
+14.6%
14,622
+51.7%
0.03%
+29.2%
Q4 2019$903,000
+8.3%
9,639
+2.5%
0.02%
-7.7%
Q3 2019$834,000
+36.3%
9,403
+34.2%
0.03%
+36.8%
Q2 2019$612,000
-11.6%
7,008
-13.3%
0.02%
-29.6%
Q1 2019$692,000
+40.4%
8,081
+27.7%
0.03%
-6.9%
Q4 2018$493,0006,3260.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 18,483,322$1,966,802,94455.37%
Operose Advisors LLC 555,959$57,441,67722.75%
Kinsale Capital Group, Inc. 360,560$37,253,04321.14%
Benchmark Wealth Management, LLC 261,172$26,984,27217.23%
ACT WEALTH MANAGEMENT, LLC 230,787$23,844,91816.00%
MARINO, STRAM & ASSOCIATES LLC 502,498$51,918,04215.21%
Montis Financial, LLC 216,891$22,409,12715.01%
Coco Enterprises, LLC 169,574$17,520,40213.97%
CVS HEALTH Corp 252,032$26,039,94613.92%
PARAGON FINANCIAL PARTNERS, INC. 124,061$12,817,95113.32%
View complete list of VANGUARD WHITEHALL FDS shareholders