VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,197,132 | -8.6% | 89,016 | -6.1% | 0.44% | -5.8% |
| Q2 2023 | $10,059,253 | -5.5% | 94,836 | -6.0% | 0.47% | -17.7% |
| Q1 2023 | $10,641,152 | +3.3% | 100,864 | +6.0% | 0.57% | +3.9% |
| Q4 2022 | $10,300,293 | -2.3% | 95,188 | -14.3% | 0.54% | -11.4% |
| Q3 2022 | $10,541,000 | -3.9% | 111,098 | +3.0% | 0.62% | -0.5% |
| Q2 2022 | $10,974,000 | +19.8% | 107,903 | +32.2% | 0.62% | +30.1% |
| Q1 2022 | $9,162,000 | +25.0% | 81,621 | +24.9% | 0.48% | +23.4% |
| Q4 2021 | $7,327,000 | +11.3% | 65,348 | +2.6% | 0.38% | -2.0% |
| Q3 2021 | $6,583,000 | -1.5% | 63,700 | -0.1% | 0.39% | -3.2% |
| Q2 2021 | $6,683,000 | +4.0% | 63,783 | +0.3% | 0.41% | -3.6% |
| Q1 2021 | $6,427,000 | +7.0% | 63,582 | -3.2% | 0.42% | +1.4% |
| Q4 2020 | $6,009,000 | +4.9% | 65,665 | -7.2% | 0.42% | -7.0% |
| Q3 2020 | $5,728,000 | -1.7% | 70,781 | -4.3% | 0.45% | -9.5% |
| Q2 2020 | $5,829,000 | -3.9% | 73,996 | -13.7% | 0.49% | -18.6% |
| Q1 2020 | $6,064,000 | -23.6% | 85,713 | +1.1% | 0.61% | -6.0% |
| Q4 2019 | $7,941,000 | +7.4% | 84,739 | +1.7% | 0.64% | -2.9% |
| Q3 2019 | $7,391,000 | -3.8% | 83,297 | -5.2% | 0.66% | -7.3% |
| Q2 2019 | $7,679,000 | -3.3% | 87,885 | -5.2% | 0.72% | -9.9% |
| Q1 2019 | $7,943,000 | +23.2% | 92,731 | +12.1% | 0.80% | +10.6% |
| Q4 2018 | $6,449,000 | -13.9% | 82,690 | -3.9% | 0.72% | -5.8% |
| Q3 2018 | $7,492,000 | +5.9% | 86,027 | +1.0% | 0.76% | -2.2% |
| Q2 2018 | $7,076,000 | +7.9% | 85,201 | +7.2% | 0.78% | +4.4% |
| Q1 2018 | $6,557,000 | -12.1% | 79,497 | -8.8% | 0.75% | -9.0% |
| Q4 2017 | $7,462,000 | +27.6% | 87,151 | +20.8% | 0.82% | +21.1% |
| Q3 2017 | $5,850,000 | +6.7% | 72,168 | +2.9% | 0.68% | +1.2% |
| Q2 2017 | $5,481,000 | +10.0% | 70,124 | +9.2% | 0.67% | +3.7% |
| Q1 2017 | $4,984,000 | +28.7% | 64,197 | +25.6% | 0.65% | +18.3% |
| Q4 2016 | $3,874,000 | +39.2% | 51,124 | +32.5% | 0.55% | +30.3% |
| Q3 2016 | $2,783,000 | +44.4% | 38,581 | +43.1% | 0.42% | +41.6% |
| Q2 2016 | $1,927,000 | +17.5% | 26,966 | +13.5% | 0.30% | +17.9% |
| Q1 2016 | $1,640,000 | +6.3% | 23,760 | +2.8% | 0.25% | +2.9% |
| Q4 2015 | $1,543,000 | +53.5% | 23,113 | +44.1% | 0.24% | +41.9% |
| Q3 2015 | $1,005,000 | -15.8% | 16,040 | -9.5% | 0.17% | -10.4% |
| Q2 2015 | $1,193,000 | -16.9% | 17,719 | -15.6% | 0.19% | -21.6% |
| Q1 2015 | $1,435,000 | -5.0% | 21,006 | -4.3% | 0.24% | -8.9% |
| Q4 2014 | $1,510,000 | +34.7% | 21,954 | +30.1% | 0.27% | +26.9% |
| Q3 2014 | $1,121,000 | +3.3% | 16,878 | +3.2% | 0.21% | +1.4% |
| Q2 2014 | $1,085,000 | +4.2% | 16,356 | -0.9% | 0.21% | +12.4% |
| Q1 2014 | $1,041,000 | -1.0% | 16,500 | -2.3% | 0.19% | -3.1% |
| Q4 2013 | $1,052,000 | -80.4% | 16,884 | -81.9% | 0.19% | -64.2% |
| Q3 2013 | $5,354,000 | +151.4% | 93,114 | +146.4% | 0.54% | +22.9% |
| Q2 2013 | $2,130,000 | – | 37,788 | – | 0.44% | – |
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% |