VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $5,958,000 | +0.2% | 82,589 | -0.7% | 0.50% | -2.5% |
| Q2 2016 | $5,944,000 | +8.2% | 83,175 | +4.5% | 0.52% | +1.0% |
| Q1 2016 | $5,494,000 | +3.7% | 79,574 | +0.3% | 0.51% | +3.7% |
| Q4 2015 | $5,299,000 | +6.0% | 79,374 | -0.5% | 0.49% | -1.6% |
| Q3 2015 | $4,997,000 | -7.5% | 79,759 | -0.6% | 0.50% | -3.8% |
| Q2 2015 | $5,401,000 | -2.8% | 80,236 | -1.3% | 0.52% | +7.2% |
| Q1 2015 | $5,554,000 | -0.4% | 81,325 | +0.2% | 0.49% | -5.1% |
| Q4 2014 | $5,578,000 | +8.7% | 81,135 | +5.0% | 0.51% | +3.0% |
| Q3 2014 | $5,131,000 | +20.8% | 77,255 | +20.6% | 0.50% | +19.2% |
| Q2 2014 | $4,248,000 | +37.7% | 64,052 | +31.1% | 0.42% | +24.1% |
| Q1 2014 | $3,084,000 | -16.1% | 48,848 | -17.1% | 0.34% | -21.7% |
| Q4 2013 | $3,674,000 | +8.4% | 58,945 | 0.0% | 0.43% | -3.8% |
| Q3 2013 | $3,389,000 | +2.4% | 58,945 | +0.4% | 0.45% | -5.1% |
| Q2 2013 | $3,309,000 | – | 58,695 | – | 0.47% | – |
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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% |