VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,737,000 | +5.7% | 22,378 | +3.2% | 0.01% | 0.0% |
| Q4 2016 | $1,644,000 | +7.6% | 21,693 | +2.4% | 0.01% | 0.0% |
| Q3 2016 | $1,528,000 | +4.7% | 21,182 | +3.7% | 0.01% | 0.0% |
| Q2 2016 | $1,459,000 | +0.3% | 20,428 | -3.0% | 0.01% | -7.1% |
| Q1 2016 | $1,454,000 | +0.6% | 21,061 | -2.8% | 0.01% | -6.7% |
| Q4 2015 | $1,445,000 | +6.6% | 21,658 | +0.1% | 0.02% | 0.0% |
| Q3 2015 | $1,356,000 | -2.0% | 21,645 | +5.3% | 0.02% | 0.0% |
| Q2 2015 | $1,383,000 | +13.5% | 20,548 | +15.2% | 0.02% | +7.1% |
| Q1 2015 | $1,219,000 | +15.0% | 17,839 | +15.7% | 0.01% | +7.7% |
| Q4 2014 | $1,060,000 | +1.1% | 15,416 | -2.2% | 0.01% | -7.1% |
| Q3 2014 | $1,048,000 | +4.1% | 15,770 | +3.8% | 0.01% | 0.0% |
| Q2 2014 | $1,007,000 | +7.7% | 15,191 | +2.6% | 0.01% | -6.7% |
| Q1 2014 | $935,000 | -9.7% | 14,801 | -11.0% | 0.02% | -11.8% |
| Q4 2013 | $1,036,000 | +22.3% | 16,626 | +12.9% | 0.02% | +6.2% |
| Q3 2013 | $847,000 | -15.2% | 14,726 | -16.9% | 0.02% | -23.8% |
| Q2 2013 | $999,000 | – | 17,714 | – | 0.02% | – |
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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% |