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 | $516,187 | -8.3% | 4,996 | -5.9% | 0.01% | -7.7% |
| Q2 2023 | $563,126 | -30.3% | 5,309 | -30.7% | 0.01% | -35.0% |
| Q1 2023 | $807,919 | -2.5% | 7,658 | 0.0% | 0.02% | -20.0% |
| Q4 2022 | $828,672 | +73.7% | 7,658 | +52.3% | 0.02% | +47.1% |
| Q3 2022 | $477,000 | -6.7% | 5,029 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $511,000 | -3.4% | 5,029 | +6.7% | 0.02% | +5.9% |
| Q1 2022 | $529,000 | -17.3% | 4,715 | -17.4% | 0.02% | -10.5% |
| Q4 2021 | $640,000 | -9.2% | 5,705 | -16.3% | 0.02% | -20.8% |
| Q3 2021 | $705,000 | -1.3% | 6,819 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $714,000 | +3.6% | 6,819 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $689,000 | -69.7% | 6,819 | -72.6% | 0.03% | -71.1% |
| Q4 2020 | $2,275,000 | +872.2% | 24,864 | +897.0% | 0.09% | +718.2% |
| Q4 2019 | $234,000 | +5.9% | 2,494 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $221,000 | +1.4% | 2,494 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $218,000 | -56.7% | 2,494 | -61.3% | 0.01% | -65.5% |
| Q4 2018 | $503,000 | -39.4% | 6,450 | -32.3% | 0.03% | -32.6% |
| Q3 2018 | $830,000 | +78.9% | 9,533 | +70.8% | 0.04% | +65.4% |
| Q2 2018 | $464,000 | -44.4% | 5,583 | -44.8% | 0.03% | -44.7% |
| Q1 2018 | $835,000 | -3.7% | 10,121 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $867,000 | -28.9% | 10,121 | -32.7% | 0.05% | -29.9% |
| Q3 2017 | $1,219,000 | +2.4% | 15,031 | 0.0% | 0.07% | -23.0% |
| Q2 2017 | $1,190,000 | +2.0% | 15,031 | 0.0% | 0.09% | +4.8% |
| Q1 2017 | $1,167,000 | +6.1% | 15,031 | -1.2% | 0.08% | -2.4% |
| Q4 2016 | $1,100,000 | +92.6% | 15,218 | +92.4% | 0.08% | +84.8% |
| Q3 2016 | $571,000 | -43.3% | 7,910 | -43.9% | 0.05% | -45.9% |
| Q2 2016 | $1,007,000 | -7.2% | 14,093 | -10.3% | 0.08% | -10.5% |
| Q1 2016 | $1,085,000 | +105.5% | 15,718 | +98.7% | 0.10% | +86.3% |
| Q4 2015 | $528,000 | +6.5% | 7,910 | 0.0% | 0.05% | -1.9% |
| Q3 2015 | $496,000 | -6.9% | 7,910 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $533,000 | -33.0% | 7,910 | -32.2% | 0.05% | -33.3% |
| Q1 2015 | $796,000 | +46.3% | 11,665 | +47.5% | 0.08% | +23.8% |
| Q4 2014 | $544,000 | +3.6% | 7,910 | 0.0% | 0.06% | +1.6% |
| Q3 2014 | $525,000 | +61.0% | 7,910 | +61.1% | 0.06% | +59.0% |
| Q2 2014 | $326,000 | +5.2% | 4,910 | 0.0% | 0.04% | +8.3% |
| Q1 2014 | $310,000 | -56.7% | 4,910 | -57.2% | 0.04% | -55.0% |
| Q4 2013 | $716,000 | -11.5% | 11,482 | -18.4% | 0.08% | -19.2% |
| Q3 2013 | $809,000 | +2.0% | 14,072 | 0.0% | 0.10% | -7.5% |
| Q2 2013 | $793,000 | – | 14,072 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 376,899 | $42,307,000 | 35.47% |
| Coco Enterprises, LLC | 367,256 | $41,500,000 | 31.17% |
| Operose Advisors LLC | 392,467 | $44,054,000 | 30.44% |
| SWISS RE LTD | 1,328,970 | $149,177,000 | 26.23% |
| Benchmark Wealth Management, LLC | 247,216 | $27,750,000 | 18.66% |
| McAlister, Sweet & Associates, Inc. | 137,840 | $15,473,000 | 16.44% |
| CVS HEALTH Corp | 215,000 | $24,134,000 | 16.21% |
| Arlington Partners LLC | 429,648 | $48,228,000 | 13.64% |
| ACT WEALTH MANAGEMENT, LLC | 211,933 | $23,789,000 | 13.53% |
| MARINO, STRAM & ASSOCIATES LLC | 380,341 | $42,693,000 | 13.46% |