VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $726,153 | +764.5% | 6,505 | +767.3% | 0.09% | +633.3% |
Q1 2022 | $84,000 | 0.0% | 750 | 0.0% | 0.01% | -20.0% |
Q4 2021 | $84,000 | +7.7% | 750 | 0.0% | 0.02% | +7.1% |
Q3 2021 | $78,000 | +2.6% | 750 | 0.0% | 0.01% | +7.7% |
Q1 2021 | $76,000 | +1800.0% | 750 | +1288.9% | 0.01% | +1200.0% |
Q1 2020 | $4,000 | -87.9% | 54 | -84.6% | 0.00% | -83.3% |
Q4 2019 | $33,000 | +6.5% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $31,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $31,000 | +3.3% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $30,000 | +11.1% | 350 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $27,000 | -10.0% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $30,000 | +3.4% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $29,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $29,000 | -3.3% | 350 | 0.0% | 0.01% | -14.3% |
Q4 2017 | $30,000 | +7.1% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $28,000 | +3.7% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $27,000 | – | 350 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |