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 | $929,571 | +11.6% | 8,997 | +14.6% | 0.03% | +15.4% |
| Q2 2023 | $832,650 | -16.1% | 7,850 | -16.5% | 0.03% | -21.2% |
| Q1 2023 | $992,122 | -17.7% | 9,404 | -15.6% | 0.03% | -25.0% |
| Q4 2022 | $1,205,135 | -47.6% | 11,137 | -50.8% | 0.04% | -6.4% |
| Q2 2022 | $2,300,000 | +84.0% | 22,620 | +103.1% | 0.05% | +9.3% |
| Q1 2022 | $1,250,000 | -67.6% | 11,137 | -67.6% | 0.04% | -64.5% |
| Q4 2021 | $3,857,000 | +30.1% | 34,400 | -6.1% | 0.12% | -16.0% |
| Q3 2021 | $2,965,000 | -18.8% | 36,643 | +5.1% | 0.14% | -2.0% |
| Q2 2021 | $3,653,000 | +1.2% | 34,865 | -2.3% | 0.15% | -30.3% |
| Q1 2021 | $3,609,000 | +8.2% | 35,700 | -2.1% | 0.21% | +5.0% |
| Q4 2020 | $3,337,000 | +1396.4% | 36,465 | +1055.8% | 0.20% | +737.5% |
| Q1 2020 | $223,000 | -15.5% | 3,155 | +11.8% | 0.02% | +9.1% |
| Q4 2019 | $264,000 | -2.2% | 2,822 | -7.1% | 0.02% | -4.3% |
| Q3 2019 | $270,000 | +1.9% | 3,038 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $265,000 | -1.9% | 3,038 | -3.6% | 0.02% | -8.3% |
| Q1 2019 | $270,000 | +9.8% | 3,150 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $246,000 | -10.2% | 3,150 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $274,000 | +4.6% | 3,150 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $262,000 | +62.7% | 3,150 | +67.6% | 0.03% | +52.9% |
| Q4 2017 | $161,000 | -4.2% | 1,879 | -9.6% | 0.02% | -15.0% |
| Q3 2017 | $168,000 | -23.6% | 2,078 | -36.5% | 0.02% | -65.5% |
| Q2 2015 | $220,000 | -19.4% | 3,271 | -18.2% | 0.06% | -22.7% |
| Q1 2015 | $273,000 | -0.7% | 4,000 | 0.0% | 0.08% | -2.6% |
| Q4 2014 | $275,000 | – | 4,000 | – | 0.08% | – |
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% |