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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,072 | -8.7% | 2,401 | -6.2% | 0.03% | 0.0% |
| Q2 2023 | $271,645 | -5.0% | 2,561 | -5.5% | 0.03% | -9.7% |
| Q1 2023 | $285,905 | -7.6% | 2,710 | -5.2% | 0.03% | -18.4% |
| Q4 2022 | $309,481 | +14.2% | 2,860 | 0.0% | 0.04% | +11.8% |
| Q3 2022 | $271,000 | -6.9% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $291,000 | -9.3% | 2,860 | 0.0% | 0.03% | +17.2% |
| Q1 2022 | $321,000 | 0.0% | 2,860 | 0.0% | 0.03% | +16.0% |
| Q4 2021 | $321,000 | +1.3% | 2,860 | -6.5% | 0.02% | -10.7% |
| Q3 2021 | $317,000 | -1.2% | 3,060 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $321,000 | +3.9% | 3,060 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $309,000 | +10.4% | 3,060 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $280,000 | +13.4% | 3,060 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $247,000 | +9.8% | 3,060 | +7.0% | 0.03% | -3.2% |
| Q2 2020 | $225,000 | +11.4% | 2,860 | 0.0% | 0.03% | +3.3% |
| Q1 2020 | $202,000 | -24.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $268,000 | +5.5% | 2,860 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $254,000 | +1.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $250,000 | +2.0% | 2,860 | 0.0% | 0.03% | -6.1% |
| Q1 2019 | $245,000 | 0.0% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $245,000 | 0.0% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $245,000 | +2.9% | 2,860 | 0.0% | 0.03% | +3.1% |
| Q2 2018 | $238,000 | +0.8% | 2,860 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $236,000 | -3.7% | 2,860 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $245,000 | +5.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $232,000 | +3.6% | 2,860 | 0.0% | 0.03% | -5.9% |
| Q2 2017 | $224,000 | +0.9% | 2,860 | 0.0% | 0.03% | +6.2% |
| Q1 2017 | $222,000 | +2.3% | 2,860 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $217,000 | +5.3% | 2,860 | 0.0% | 0.03% | +10.0% |
| Q3 2016 | $206,000 | +1.0% | 2,860 | 0.0% | 0.03% | -3.2% |
| Q2 2016 | $204,000 | – | 2,860 | – | 0.03% | – |
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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% |