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 | $4,828,454 | -3.9% | 46,733 | -1.4% | 0.42% | +1.4% |
| Q2 2023 | $5,026,021 | +5.0% | 47,384 | +4.4% | 0.42% | -4.8% |
| Q1 2023 | $4,788,012 | -2.5% | 45,384 | 0.0% | 0.44% | -9.0% |
| Q4 2022 | $4,911,003 | +14.1% | 45,384 | 0.0% | 0.48% | +6.7% |
| Q3 2022 | $4,306,000 | -7.4% | 45,384 | -0.7% | 0.45% | -4.9% |
| Q2 2022 | $4,649,000 | -8.7% | 45,721 | +0.7% | 0.47% | +6.1% |
| Q1 2022 | $5,094,000 | +0.1% | 45,384 | 0.0% | 0.44% | +4.2% |
| Q4 2021 | $5,088,000 | +8.5% | 45,384 | -0.0% | 0.43% | -1.6% |
| Q3 2021 | $4,690,000 | -1.4% | 45,386 | 0.0% | 0.43% | -4.2% |
| Q2 2021 | $4,755,000 | +5.3% | 45,386 | +1.6% | 0.45% | +0.4% |
| Q1 2021 | $4,517,000 | +83.2% | 44,676 | +65.8% | 0.45% | +57.7% |
| Q4 2020 | $2,465,000 | +13.0% | 26,943 | 0.0% | 0.29% | -1.7% |
| Q3 2020 | $2,181,000 | +2.8% | 26,943 | 0.0% | 0.29% | -2.0% |
| Q2 2020 | $2,122,000 | +11.3% | 26,943 | 0.0% | 0.30% | -7.8% |
| Q1 2020 | $1,906,000 | -24.5% | 26,943 | 0.0% | 0.32% | -4.5% |
| Q4 2019 | $2,525,000 | +5.6% | 26,943 | 0.0% | 0.34% | -4.3% |
| Q3 2019 | $2,391,000 | +1.6% | 26,943 | 0.0% | 0.35% | -3.3% |
| Q2 2019 | $2,354,000 | -7.1% | 26,943 | -8.9% | 0.36% | -8.1% |
| Q1 2019 | $2,535,000 | +9.8% | 29,588 | 0.0% | 0.40% | -2.9% |
| Q4 2018 | $2,308,000 | -10.4% | 29,588 | 0.0% | 0.41% | +2.0% |
| Q3 2018 | $2,577,000 | +4.8% | 29,588 | 0.0% | 0.40% | -6.3% |
| Q2 2018 | $2,458,000 | +0.7% | 29,588 | 0.0% | 0.43% | -4.9% |
| Q1 2018 | $2,441,000 | +0.9% | 29,588 | +4.7% | 0.45% | +0.4% |
| Q4 2017 | $2,420,000 | +5.6% | 28,257 | 0.0% | 0.45% | -2.0% |
| Q3 2017 | $2,291,000 | +3.7% | 28,257 | 0.0% | 0.46% | +3.6% |
| Q2 2017 | $2,209,000 | +0.7% | 28,257 | 0.0% | 0.44% | -1.3% |
| Q1 2017 | $2,194,000 | +1.7% | 28,257 | -0.8% | 0.45% | -9.2% |
| Q4 2016 | $2,158,000 | +5.0% | 28,488 | 0.0% | 0.49% | +4.5% |
| Q3 2016 | $2,055,000 | -0.5% | 28,488 | -1.4% | 0.47% | -0.4% |
| Q2 2016 | $2,065,000 | +3.0% | 28,903 | -0.5% | 0.47% | -6.2% |
| Q1 2016 | $2,005,000 | +3.4% | 29,053 | 0.0% | 0.50% | -1.8% |
| Q4 2015 | $1,939,000 | +0.4% | 29,053 | -5.7% | 0.51% | -5.5% |
| Q3 2015 | $1,931,000 | -6.9% | 30,823 | 0.0% | 0.54% | +2.1% |
| Q2 2015 | $2,075,000 | +6.1% | 30,823 | +7.7% | 0.53% | +7.3% |
| Q1 2015 | $1,955,000 | +31.1% | 28,623 | +31.9% | 0.50% | +28.9% |
| Q4 2014 | $1,491,000 | +9.2% | 21,693 | +5.6% | 0.38% | +4.1% |
| Q3 2014 | $1,365,000 | +0.1% | 20,548 | 0.0% | 0.37% | +24.7% |
| Q2 2014 | $1,363,000 | +5.1% | 20,548 | 0.0% | 0.30% | -0.7% |
| Q1 2014 | $1,297,000 | +17.0% | 20,548 | +15.5% | 0.30% | -1.0% |
| Q4 2013 | $1,109,000 | +8.4% | 17,783 | 0.0% | 0.30% | -1.3% |
| Q3 2013 | $1,023,000 | +30.5% | 17,783 | +28.0% | 0.30% | +17.3% |
| Q2 2013 | $784,000 | – | 13,893 | – | 0.26% | – |
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% |