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 | $1,030,444 | -9.5% | 9,973 | -7.1% | 0.12% | -4.9% |
| Q2 2023 | $1,138,402 | -2.1% | 10,733 | -2.7% | 0.12% | -7.6% |
| Q1 2023 | $1,163,196 | -2.4% | 11,026 | +0.1% | 0.13% | -6.4% |
| Q4 2022 | $1,191,452 | +13.3% | 11,011 | -0.7% | 0.14% | +4.4% |
| Q3 2022 | $1,052,000 | -6.7% | 11,086 | 0.0% | 0.14% | -2.9% |
| Q2 2022 | $1,127,000 | -7.8% | 11,086 | +1.8% | 0.14% | +6.9% |
| Q1 2022 | $1,223,000 | -3.1% | 10,893 | -3.3% | 0.13% | +1.6% |
| Q4 2021 | $1,262,000 | -0.4% | 11,259 | -8.2% | 0.13% | -9.2% |
| Q3 2021 | $1,267,000 | -1.3% | 12,259 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $1,284,000 | +5.5% | 12,259 | +1.8% | 0.14% | -2.1% |
| Q1 2021 | $1,217,000 | +10.9% | 12,040 | +0.4% | 0.15% | +2.1% |
| Q4 2020 | $1,097,000 | +7.2% | 11,989 | -5.1% | 0.14% | -0.7% |
| Q3 2020 | $1,023,000 | -11.6% | 12,639 | -14.0% | 0.14% | -16.8% |
| Q2 2020 | $1,157,000 | -0.4% | 14,689 | -10.6% | 0.17% | -15.2% |
| Q1 2020 | $1,162,000 | -26.7% | 16,424 | -2.9% | 0.20% | -7.7% |
| Q4 2019 | $1,586,000 | +0.5% | 16,920 | -4.9% | 0.22% | -6.0% |
| Q3 2019 | $1,578,000 | +10.9% | 17,783 | +9.2% | 0.24% | +8.3% |
| Q2 2019 | $1,423,000 | -7.6% | 16,285 | -9.4% | 0.22% | -10.0% |
| Q1 2019 | $1,540,000 | +4.5% | 17,975 | -4.8% | 0.24% | -10.4% |
| Q4 2018 | $1,473,000 | -13.3% | 18,890 | -3.1% | 0.27% | -0.7% |
| Q3 2018 | $1,698,000 | +6.9% | 19,495 | +1.9% | 0.27% | +0.4% |
| Q2 2018 | $1,589,000 | -0.1% | 19,130 | -0.8% | 0.27% | -2.9% |
| Q1 2018 | $1,590,000 | -5.4% | 19,280 | -1.7% | 0.28% | -2.8% |
| Q4 2017 | $1,680,000 | -2.4% | 19,620 | -7.6% | 0.29% | -5.6% |
| Q3 2017 | $1,721,000 | +3.6% | 21,234 | -0.1% | 0.30% | -19.0% |
| Q2 2017 | $1,661,000 | -1.4% | 21,254 | -2.0% | 0.37% | -4.3% |
| Q1 2017 | $1,685,000 | +13.8% | 21,694 | +11.0% | 0.39% | +7.7% |
| Q4 2016 | $1,481,000 | +10.5% | 19,544 | +5.2% | 0.36% | +3.4% |
| Q3 2016 | $1,340,000 | +8.5% | 18,575 | +7.5% | 0.35% | +5.4% |
| Q2 2016 | $1,235,000 | +2.6% | 17,280 | -0.9% | 0.33% | -1.5% |
| Q1 2016 | $1,204,000 | +21.0% | 17,440 | +17.0% | 0.34% | +24.3% |
| Q4 2015 | $995,000 | +23.6% | 14,910 | +16.0% | 0.27% | +22.5% |
| Q3 2015 | $805,000 | -9.2% | 12,855 | -2.5% | 0.22% | +1.4% |
| Q2 2015 | $887,000 | -1.4% | 13,180 | 0.0% | 0.22% | -1.8% |
| Q1 2015 | $900,000 | +16.9% | 13,180 | +17.6% | 0.22% | +16.8% |
| Q4 2014 | $770,000 | +12.7% | 11,205 | +8.9% | 0.19% | +14.4% |
| Q3 2014 | $683,000 | +8.8% | 10,290 | +8.7% | 0.17% | +9.2% |
| Q2 2014 | $628,000 | +7.2% | 9,465 | +1.9% | 0.15% | -1.9% |
| Q1 2014 | $586,000 | +2.3% | 9,290 | +1.1% | 0.16% | -1.3% |
| Q4 2013 | $573,000 | +4.6% | 9,190 | -3.7% | 0.16% | -7.6% |
| Q3 2013 | $548,000 | +5.6% | 9,540 | +3.5% | 0.17% | -1.7% |
| Q2 2013 | $519,000 | – | 9,215 | – | 0.17% | – |
Download | ||||||
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% |