VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $250,506 | +3.5% | 2,315 | -9.2% | 0.04% | -5.1% |
| Q3 2022 | $242,000 | -6.6% | 2,550 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $259,000 | -32.2% | 2,550 | -52.8% | 0.04% | -44.9% |
| Q1 2020 | $382,000 | -35.7% | 5,400 | -14.8% | 0.07% | -15.9% |
| Q4 2019 | $594,000 | +1.0% | 6,340 | -4.3% | 0.08% | -5.7% |
| Q3 2019 | $588,000 | +8.3% | 6,625 | +6.6% | 0.09% | +10.1% |
| Q2 2019 | $543,000 | +2.1% | 6,215 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $532,000 | +2.1% | 6,215 | -6.9% | 0.08% | -12.2% |
| Q4 2018 | $521,000 | +3.6% | 6,675 | +10.2% | 0.09% | +18.4% |
| Q2 2018 | $503,000 | +0.4% | 6,055 | -0.3% | 0.08% | -1.3% |
| Q1 2018 | $501,000 | +0.8% | 6,075 | +4.7% | 0.08% | +2.7% |
| Q4 2017 | $497,000 | +41.2% | 5,805 | +33.6% | 0.08% | +23.0% |
| Q3 2017 | $352,000 | +13.5% | 4,345 | +9.6% | 0.06% | +8.9% |
| Q2 2017 | $310,000 | – | 3,965 | – | 0.06% | – |
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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% |