VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,454 | +5.1% | 23,748 | +7.9% | 0.06% | +10.7% |
| Q2 2023 | $2,336 | +11.5% | 22,019 | +10.9% | 0.06% | +3.7% |
| Q1 2023 | $2,095 | +1.0% | 19,858 | +3.6% | 0.05% | -3.6% |
| Q4 2022 | $2,074 | -99.8% | 19,165 | +75.6% | 0.06% | +75.0% |
| Q3 2022 | $1,198,000 | -36.9% | 10,915 | -41.6% | 0.03% | -44.8% |
| Q2 2022 | $1,899,000 | -9.8% | 18,677 | -0.5% | 0.06% | 0.0% |
| Q1 2022 | $2,106,000 | -8.1% | 18,763 | -8.2% | 0.06% | -6.5% |
| Q4 2021 | $2,291,000 | -9.4% | 20,436 | -16.5% | 0.06% | -19.5% |
| Q3 2021 | $2,528,000 | +40.8% | 24,462 | +42.7% | 0.08% | +35.1% |
| Q2 2021 | $1,796,000 | +16.6% | 17,145 | +12.5% | 0.06% | +5.6% |
| Q1 2021 | $1,540,000 | +10.2% | 15,239 | -0.2% | 0.05% | +1.9% |
| Q4 2020 | $1,397,000 | +37.9% | 15,271 | +22.0% | 0.05% | +12.8% |
| Q3 2020 | $1,013,000 | -0.6% | 12,514 | -3.3% | 0.05% | -7.8% |
| Q2 2020 | $1,019,000 | +15.0% | 12,938 | +3.3% | 0.05% | -8.9% |
| Q1 2020 | $886,000 | +299.1% | 12,528 | +429.1% | 0.06% | +460.0% |
| Q4 2019 | $222,000 | -3.9% | 2,368 | -8.9% | 0.01% | -23.1% |
| Q3 2019 | $231,000 | +0.9% | 2,598 | -0.9% | 0.01% | -7.1% |
| Q2 2019 | $229,000 | +0.4% | 2,621 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $228,000 | +8.6% | 2,629 | -2.5% | 0.01% | -6.7% |
| Q4 2018 | $210,000 | -13.9% | 2,697 | -3.6% | 0.02% | -6.2% |
| Q3 2018 | $244,000 | +5.2% | 2,799 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $232,000 | – | 2,799 | – | 0.02% | – |
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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% |