VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $226,000 | -14.1% | 2,897 | -3.3% | 0.03% | -13.5% |
| Q3 2018 | $263,000 | +5.6% | 2,997 | 0.0% | 0.04% | -7.5% |
| Q2 2018 | $249,000 | +12.2% | 2,997 | +11.1% | 0.04% | +14.3% |
| Q1 2018 | $222,000 | -3.9% | 2,697 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $231,000 | +5.5% | 2,697 | 0.0% | 0.04% | -12.5% |
| Q3 2017 | $219,000 | -6.4% | 2,697 | -10.0% | 0.04% | -2.4% |
| Q2 2017 | $234,000 | +0.4% | 2,997 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $233,000 | -14.7% | 2,997 | -16.9% | 0.04% | -25.5% |
| Q4 2016 | $273,000 | +5.0% | 3,605 | 0.0% | 0.06% | -6.8% |
| Q3 2016 | $260,000 | -36.9% | 3,605 | -37.5% | 0.06% | -42.2% |
| Q2 2016 | $412,000 | +66.1% | 5,768 | +60.7% | 0.10% | +61.9% |
| Q1 2016 | $248,000 | +24.0% | 3,590 | +19.7% | 0.06% | +28.6% |
| Q4 2015 | $200,000 | – | 3,000 | – | 0.05% | – |
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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% |