NICOLET ADVISORY SERVICES, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$988,292
-4.9%
9,768
-1.3%
0.11%
-4.4%
Q2 2023$1,039,220
-8.0%
9,899
-7.2%
0.11%
-12.3%
Q1 2023$1,129,883
-5.5%
10,667
-1.0%
0.13%
-17.7%
Q4 2022$1,195,014
+34.0%
10,777
+16.7%
0.16%
+8.2%
Q3 2022$892,000
-4.4%
9,235
+1.7%
0.15%
+5.0%
Q2 2022$933,000
-3.6%
9,083
+6.4%
0.14%
+10.3%
Q1 2022$968,000
+8.6%
8,534
+7.4%
0.13%
+14.5%
Q4 2021$891,000
+13.2%
7,944
+4.3%
0.11%
+10.0%
Q3 2021$787,000
-1.3%
7,613
+0.1%
0.10%
-3.8%
Q2 2021$797,000
+3.9%
7,605
+0.3%
0.10%
-3.7%
Q1 2021$767,000
+35.5%
7,585
+22.5%
0.11%
+36.7%
Q4 2020$566,000
+2.0%
6,190
-9.8%
0.08%
-8.1%
Q3 2020$555,000
-6.6%
6,862
-9.0%
0.09%
-5.5%
Q2 2020$594,000
+14.7%
7,539
+3.0%
0.09%0.0%
Q1 2020$518,000
-37.9%
7,321
-17.8%
0.09%
-30.5%
Q4 2019$834,000
+8.0%
8,904
+2.3%
0.13%
+12.0%
Q3 2019$772,000
-0.1%
8,702
-1.6%
0.12%
-0.8%
Q2 2019$773,000
+3.6%
8,846
+1.6%
0.12%
-7.1%
Q1 2019$746,0008,7060.13%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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