VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,171,460 | +3.2% | 11,338 | +6.0% | 0.15% | +1.3% |
Q2 2023 | $1,134,791 | -2.7% | 10,699 | -3.2% | 0.15% | -10.7% |
Q1 2023 | $1,166,393 | -1.2% | 11,056 | +1.4% | 0.17% | -9.7% |
Q4 2022 | $1,180,068 | +18.5% | 10,905 | +3.9% | 0.19% | +5.7% |
Q3 2022 | $996,000 | +17.0% | 10,495 | +25.4% | 0.18% | +6.0% |
Q2 2022 | $851,000 | +1.3% | 8,372 | +11.8% | 0.17% | +11.4% |
Q1 2022 | $840,000 | 0.0% | 7,486 | -0.1% | 0.15% | -1.3% |
Q4 2021 | $840,000 | -33.6% | 7,491 | -38.8% | 0.15% | -40.8% |
Q3 2021 | $1,266,000 | -16.7% | 12,248 | -15.5% | 0.26% | -15.6% |
Q2 2021 | $1,519,000 | -5.5% | 14,496 | -8.8% | 0.30% | -18.4% |
Q1 2021 | $1,607,000 | +9.1% | 15,900 | -1.2% | 0.37% | +4.8% |
Q4 2020 | $1,473,000 | +19.5% | 16,097 | +5.6% | 0.35% | -10.2% |
Q3 2020 | $1,233,000 | +13.4% | 15,241 | -0.8% | 0.39% | -2.7% |
Q1 2020 | $1,087,000 | -17.7% | 15,368 | +3.3% | 0.40% | -4.0% |
Q3 2019 | $1,320,000 | +7.8% | 14,881 | +6.3% | 0.42% | +4.5% |
Q2 2019 | $1,224,000 | -1.2% | 14,004 | -0.7% | 0.40% | +2.5% |
Q1 2019 | $1,239,000 | +18.9% | 14,103 | +5.5% | 0.39% | +4.0% |
Q4 2018 | $1,042,000 | -3.9% | 13,362 | +7.3% | 0.38% | +25.6% |
Q3 2018 | $1,084,000 | +10.3% | 12,448 | +5.1% | 0.30% | -0.7% |
Q2 2018 | $983,000 | +12.1% | 11,840 | +11.4% | 0.30% | +6.7% |
Q1 2018 | $877,000 | -84.7% | 10,626 | -84.1% | 0.28% | -85.1% |
Q4 2017 | $5,730,000 | -20.5% | 66,916 | -24.7% | 1.91% | -25.7% |
Q3 2017 | $7,204,000 | +1144.2% | 88,858 | +1099.2% | 2.57% | +1066.4% |
Q2 2017 | $579,000 | +0.7% | 7,410 | 0.0% | 0.22% | +0.5% |
Q1 2017 | $575,000 | +52.5% | 7,410 | +48.9% | 0.22% | +39.5% |
Q4 2016 | $377,000 | – | 4,975 | – | 0.16% | – |
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% |