VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,672 | -2.1% | 7,420 | +0.5% | 0.08% | +2.4% |
| Q2 2023 | $783,336 | +0.9% | 7,385 | +0.3% | 0.08% | -5.7% |
| Q1 2023 | $776,534 | -0.5% | 7,361 | +2.0% | 0.09% | -7.4% |
| Q4 2022 | $780,715 | +14.6% | 7,215 | +0.6% | 0.10% | +9.2% |
| Q3 2022 | $681,000 | -6.2% | 7,174 | +0.5% | 0.09% | +1.2% |
| Q2 2022 | $726,000 | -4.2% | 7,140 | +0.5% | 0.09% | -3.4% |
| Q1 2022 | $758,000 | -2.6% | 7,102 | +2.3% | 0.09% | +20.3% |
| Q4 2021 | $778,000 | +9.9% | 6,939 | +1.2% | 0.07% | -1.3% |
| Q3 2021 | $708,000 | -9.2% | 6,854 | -13.1% | 0.08% | +38.9% |
| Q2 2021 | $780,000 | +108.6% | 7,886 | +113.4% | 0.05% | +22.7% |
| Q1 2021 | $374,000 | +16.5% | 3,695 | +5.5% | 0.04% | -4.3% |
| Q4 2020 | $321,000 | +13.4% | 3,503 | +0.1% | 0.05% | -11.5% |
| Q3 2020 | $283,000 | +6.4% | 3,500 | +3.8% | 0.05% | -11.9% |
| Q2 2020 | $266,000 | +28.5% | 3,373 | +26.8% | 0.06% | +11.3% |
| Q1 2017 | $207,000 | -43.1% | 2,660 | -47.8% | 0.05% | -51.8% |
| Q2 2016 | $364,000 | +3.4% | 5,099 | 0.0% | 0.11% | -0.9% |
| Q1 2016 | $352,000 | +3.5% | 5,099 | 0.0% | 0.11% | +0.9% |
| Q4 2015 | $340,000 | +6.6% | 5,099 | 0.0% | 0.11% | -7.6% |
| Q3 2015 | $319,000 | -6.2% | 5,099 | +1.1% | 0.12% | +16.7% |
| Q2 2015 | $340,000 | -1.4% | 5,046 | 0.0% | 0.10% | -1.9% |
| Q1 2015 | $345,000 | 0.0% | 5,046 | +0.4% | 0.10% | -10.3% |
| Q4 2014 | $345,000 | +4.2% | 5,025 | +0.8% | 0.12% | -4.1% |
| Q3 2014 | $331,000 | +0.9% | 4,985 | +0.7% | 0.12% | +3.4% |
| Q2 2014 | $328,000 | +5.1% | 4,951 | +0.3% | 0.12% | -4.1% |
| Q1 2014 | $312,000 | +1.6% | 4,938 | +0.2% | 0.12% | -19.2% |
| Q4 2013 | $307,000 | +8.9% | 4,927 | +0.3% | 0.15% | -8.5% |
| Q3 2013 | $282,000 | +2.2% | 4,912 | +0.3% | 0.16% | -13.6% |
| Q2 2013 | $276,000 | – | 4,899 | – | 0.19% | – |
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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% |