VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,789 | -2.6% | 1,111 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $117,844 | +228.5% | 1,111 | +226.8% | 0.02% | +185.7% |
| Q1 2023 | $35,870 | +96845.9% | 340 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $37 | -99.9% | 340 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | 0.0% | 340 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $38,000 | +8.6% | 340 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $35,000 | -2.8% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $34,000 | +9.7% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $31,000 | -22.5% | 340 | -32.0% | 0.01% | -27.3% |
| Q3 2020 | $40,000 | +2.6% | 500 | 0.0% | 0.01% | -15.4% |
| Q2 2020 | $39,000 | -2.5% | 500 | -11.5% | 0.01% | -18.8% |
| Q1 2020 | $40,000 | +566.7% | 565 | +769.2% | 0.02% | +700.0% |
| Q4 2019 | $6,000 | -85.4% | 65 | -86.2% | 0.00% | -84.6% |
| Q2 2019 | $41,000 | -39.7% | 472 | -40.8% | 0.01% | -40.9% |
| Q1 2019 | $68,000 | -4.2% | 797 | -12.3% | 0.02% | -15.4% |
| Q4 2018 | $71,000 | -10.1% | 909 | 0.0% | 0.03% | +13.0% |
| Q3 2018 | $79,000 | +5.3% | 909 | 0.0% | 0.02% | +9.5% |
| Q2 2018 | $75,000 | 0.0% | 909 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $75,000 | -34.8% | 909 | -32.1% | 0.02% | -31.2% |
| Q4 2017 | $115,000 | +5.5% | 1,339 | 0.0% | 0.03% | -3.0% |
| Q3 2017 | $109,000 | +3.8% | 1,339 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $105,000 | +1.0% | 1,339 | 0.0% | 0.03% | +6.2% |
| Q1 2017 | $104,000 | +3.0% | 1,339 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $101,000 | -26.8% | 1,339 | -30.0% | 0.03% | -28.3% |
| Q3 2016 | $138,000 | +9.5% | 1,913 | +8.3% | 0.05% | 0.0% |
| Q2 2016 | $126,000 | +3.3% | 1,767 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $122,000 | +48.8% | 1,767 | +44.0% | 0.05% | +43.8% |
| Q4 2015 | $82,000 | +6.5% | 1,227 | 0.0% | 0.03% | -3.0% |
| Q3 2015 | $77,000 | -7.2% | 1,227 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $83,000 | -1.2% | 1,227 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $84,000 | -9.7% | 1,227 | -9.2% | 0.03% | -5.7% |
| Q4 2014 | $93,000 | – | 1,352 | – | 0.04% | – |
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% |