CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,959,693
+5.5%
28,646
+8.3%
0.34%
+4.5%
Q2 2023$2,804,631
+0.7%
26,441
+0.2%
0.33%
-9.6%
Q1 2023$2,784,395
+0.6%
26,392
+3.2%
0.36%
-10.8%
Q4 2022$2,767,695
+9.7%
25,577
-3.8%
0.41%
-0.7%
Q3 2022$2,522,000
-5.3%
26,584
+1.5%
0.41%
-5.7%
Q2 2022$2,663,000
-73.4%
26,189
-70.6%
0.44%
-71.3%
Q1 2022$10,006,000
-2.3%
89,141
-2.5%
1.52%
-1.4%
Q4 2021$10,246,000
+18.3%
91,391
+9.1%
1.54%
+7.8%
Q3 2021$8,658,000
+10.4%
83,775
+11.9%
1.43%
+5.3%
Q2 2021$7,843,000
+16.4%
74,855
+12.3%
1.36%
+3.3%
Q1 2021$6,738,000
+21.6%
66,657
+10.1%
1.32%
+11.2%
Q4 2020$5,541,000
+41.8%
60,552
+25.4%
1.18%
+22.7%
Q3 2020$3,907,000
+156.4%
48,281
+149.5%
0.96%
+108.9%
Q2 2020$1,524,000
+66.4%
19,351
+49.5%
0.46%
-1.9%
Q1 2020$916,000
-26.6%
12,948
-2.5%
0.47%
-15.6%
Q4 2019$1,248,000
+14.3%
13,277
+4.5%
0.56%
-5.1%
Q3 2019$1,092,000
+0.9%
12,706
+3.5%
0.59%
+0.2%
Q2 2019$1,082,000
+6.4%
12,272
+3.4%
0.59%
-3.6%
Q1 2019$1,017,000
+9.9%
11,871
+0.1%
0.61%
-9.2%
Q4 2018$925,000
-8.1%
11,857
+2.6%
0.67%
+16.1%
Q3 2018$1,006,000
+2.2%
11,555
-2.5%
0.58%0.0%
Q2 2018$984,000
+2.2%
11,848
+1.5%
0.58%
-6.3%
Q1 2018$963,000
+0.2%
11,670
+4.0%
0.62%
-5.4%
Q4 2017$961,000
-23.2%
11,225
-27.3%
0.65%
-9.3%
Q3 2017$1,252,000
+8.2%
15,441
+4.3%
0.72%
-2.8%
Q2 2017$1,157,000
-3.1%
14,801
-3.8%
0.74%
-13.8%
Q1 2017$1,194,000
+9.7%
15,381
+7.1%
0.86%
-3.4%
Q4 2016$1,088,00014,3590.89%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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