VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,336,226 | -0.3% | 41,969 | +2.4% | 0.30% | +3.5% |
| Q2 2023 | $4,348,375 | +5.4% | 40,995 | +4.8% | 0.29% | +4.4% |
| Q1 2023 | $4,126,414 | -2.8% | 39,113 | -0.3% | 0.27% | -8.1% |
| Q4 2022 | $4,245,465 | +18.2% | 39,234 | +3.6% | 0.30% | +10.8% |
| Q3 2022 | $3,592,000 | -6.7% | 37,859 | -0.0% | 0.27% | -5.9% |
| Q2 2022 | $3,852,000 | -7.1% | 37,876 | +2.6% | 0.29% | +13.5% |
| Q1 2022 | $4,145,000 | +5.8% | 36,919 | +5.7% | 0.25% | +0.8% |
| Q4 2021 | $3,917,000 | +14.4% | 34,935 | +5.5% | 0.25% | +5.0% |
| Q3 2021 | $3,424,000 | +2.5% | 33,127 | +3.9% | 0.24% | +8.2% |
| Q2 2021 | $3,342,000 | +3.5% | 31,895 | -0.1% | 0.22% | -4.8% |
| Q1 2021 | $3,228,000 | +16.8% | 31,934 | +5.8% | 0.23% | +9.5% |
| Q4 2020 | $2,763,000 | +16.3% | 30,196 | +2.8% | 0.21% | +5.0% |
| Q3 2020 | $2,376,000 | +6.2% | 29,364 | +3.3% | 0.20% | +2.0% |
| Q2 2020 | $2,238,000 | +10.4% | 28,414 | -0.8% | 0.20% | -3.9% |
| Q1 2020 | $2,027,000 | -17.5% | 28,647 | +9.3% | 0.20% | +1.0% |
| Q4 2019 | $2,457,000 | +8.8% | 26,221 | +3.0% | 0.20% | +1.0% |
| Q3 2019 | $2,259,000 | +4.8% | 25,457 | +3.2% | 0.20% | +3.1% |
| Q2 2019 | $2,156,000 | +12.4% | 24,675 | +10.1% | 0.20% | +10.8% |
| Q1 2019 | $1,919,000 | +19.8% | 22,408 | +9.1% | 0.18% | +2.9% |
| Q4 2018 | $1,602,000 | -5.8% | 20,536 | +5.1% | 0.17% | +10.3% |
| Q3 2018 | $1,701,000 | +17.4% | 19,536 | +12.0% | 0.16% | +9.2% |
| Q2 2018 | $1,449,000 | +4.6% | 17,449 | +3.9% | 0.14% | +2.2% |
| Q1 2018 | $1,385,000 | -7.2% | 16,786 | -3.7% | 0.14% | 0.0% |
| Q4 2017 | $1,492,000 | +14.7% | 17,426 | +8.6% | 0.14% | +6.1% |
| Q3 2017 | $1,301,000 | +13.9% | 16,048 | +9.8% | 0.13% | +10.1% |
| Q2 2017 | $1,142,000 | +3.6% | 14,612 | +2.9% | 0.12% | 0.0% |
| Q1 2017 | $1,102,000 | +3.6% | 14,194 | +1.1% | 0.12% | +0.8% |
| Q4 2016 | $1,064,000 | +7.2% | 14,040 | +2.0% | 0.12% | +3.5% |
| Q3 2016 | $993,000 | -1.9% | 13,769 | -2.8% | 0.11% | -2.6% |
| Q2 2016 | $1,012,000 | +18.5% | 14,160 | +14.5% | 0.12% | +17.0% |
| Q1 2016 | $854,000 | -1.4% | 12,369 | -4.7% | 0.10% | -2.0% |
| Q4 2015 | $866,000 | -14.2% | 12,976 | -19.4% | 0.10% | -12.1% |
| Q3 2015 | $1,009,000 | +11.9% | 16,103 | +20.2% | 0.12% | +18.4% |
| Q2 2015 | $902,000 | +43.4% | 13,400 | +45.4% | 0.10% | +34.2% |
| Q1 2015 | $629,000 | +12.9% | 9,213 | +13.6% | 0.07% | +17.7% |
| Q4 2014 | $557,000 | +6.5% | 8,107 | +3.0% | 0.06% | -1.6% |
| Q3 2014 | $523,000 | +13.0% | 7,872 | +12.6% | 0.06% | +12.5% |
| Q2 2014 | $463,000 | +18.4% | 6,989 | +12.9% | 0.06% | +21.7% |
| Q1 2014 | $391,000 | +18.8% | 6,193 | +17.5% | 0.05% | +21.1% |
| Q4 2013 | $329,000 | – | 5,270 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 376,899 | $42,307,000 | 35.47% |
| Coco Enterprises, LLC | 367,256 | $41,500,000 | 31.17% |
| Operose Advisors LLC | 392,467 | $44,054,000 | 30.44% |
| SWISS RE LTD | 1,328,970 | $149,177,000 | 26.23% |
| Benchmark Wealth Management, LLC | 247,216 | $27,750,000 | 18.66% |
| McAlister, Sweet & Associates, Inc. | 137,840 | $15,473,000 | 16.44% |
| CVS HEALTH Corp | 215,000 | $24,134,000 | 16.21% |
| Arlington Partners LLC | 429,648 | $48,228,000 | 13.64% |
| ACT WEALTH MANAGEMENT, LLC | 211,933 | $23,789,000 | 13.53% |
| MARINO, STRAM & ASSOCIATES LLC | 380,341 | $42,693,000 | 13.46% |