WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,800,346
+2.1%
36,782
+4.8%
1.48%
+8.3%
Q2 2023$3,723,319
+6.8%
35,102
+6.2%
1.37%
+3.3%
Q1 2023$3,487,253
+11.9%
33,055
+14.7%
1.32%
+8.1%
Q4 2022$3,117,502
+21.5%
28,810
+6.5%
1.22%
+12.6%
Q3 2022$2,566,000
-6.9%
27,049
-0.1%
1.09%
-0.1%
Q2 2022$2,755,000
-2.5%
27,088
+7.6%
1.09%
+13.6%
Q1 2022$2,826,000
+1.1%
25,180
+1.0%
0.96%
+5.6%
Q4 2021$2,795,000
+9.3%
24,929
+0.8%
0.91%
+4.6%
Q3 2021$2,557,000
+15.4%
24,742
+17.0%
0.87%
+13.6%
Q2 2021$2,215,000
+4.9%
21,140
+1.2%
0.76%
+2.1%
Q1 2021$2,112,000
+19.1%
20,890
+7.7%
0.75%
+16.5%
Q4 2020$1,774,000
+13.1%
19,3900.0%0.64%
+3.2%
Q3 2020$1,569,000
+15.2%
19,390
+12.1%
0.62%
+12.7%
Q2 2020$1,362,000
-90.0%
17,290
-91.4%
0.55%
-89.8%
Q1 2020$13,577,000
+740.2%
200,293
+1061.8%
5.39%
+766.4%
Q4 2019$1,616,000
+10.8%
17,240
+4.9%
0.62%
+12.3%
Q3 2019$1,459,000
+5.0%
16,440
+3.4%
0.55%
-9.5%
Q2 2019$1,389,000
+4.3%
15,900
+2.3%
0.61%
+4.4%
Q1 2019$1,332,000
+35.5%
15,550
+23.4%
0.59%
+32.6%
Q4 2018$983,000
-5.9%
12,600
+5.0%
0.44%
+41.2%
Q3 2018$1,045,000
+23.4%
12,000
+17.6%
0.31%
-14.0%
Q2 2018$847,000
+0.7%
10,2000.0%0.36%0.0%
Q1 2018$841,000
-16.1%
10,200
-12.8%
0.36%
-13.5%
Q4 2017$1,002,000
-10.5%
11,700
-15.2%
0.42%
-18.4%
Q3 2017$1,119,000
+0.8%
13,800
-2.8%
0.52%
-7.4%
Q2 2017$1,110,000
+2.9%
14,200
+2.2%
0.56%
-0.5%
Q1 2017$1,079,000
-1.8%
13,900
-4.1%
0.56%
-4.1%
Q4 2016$1,099,000
+5.1%
14,5000.0%0.58%
+1.2%
Q3 2016$1,046,000
-9.4%
14,500
-10.2%
0.58%
-10.3%
Q2 2016$1,154,000
+3.5%
16,1500.0%0.64%
+0.6%
Q1 2016$1,115,000
+32.1%
16,150
+27.7%
0.64%
+29.9%
Q4 2015$844,000
+16.1%
12,650
+9.1%
0.49%
+9.6%
Q3 2015$727,000
-6.9%
11,6000.0%0.45%
-0.9%
Q2 2015$781,000
-1.4%
11,6000.0%0.45%
+1.1%
Q1 2015$792,000
-0.8%
11,6000.0%0.45%
-1.3%
Q4 2014$798,000
+3.6%
11,6000.0%0.45%
+0.7%
Q3 2014$770,000
+0.1%
11,6000.0%0.45%
+12.2%
Q2 2014$769,000
+32.4%
11,600
+26.1%
0.40%
+26.0%
Q1 2014$581,0009,2000.32%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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