VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $4,308,136 | +42.7% | 38,593 | +32.1% | 0.93% | +31.1% |
Q3 2023 | $3,018,803 | -7.0% | 29,218 | -4.5% | 0.71% | -4.2% |
Q2 2023 | $3,246,696 | +1.7% | 30,609 | +1.1% | 0.74% | -3.0% |
Q1 2023 | $3,192,853 | +95839.1% | 30,264 | -1.6% | 0.76% | -5.7% |
Q4 2022 | $3,328 | -99.9% | 30,760 | +14.9% | 0.81% | +22.1% |
Q3 2022 | $2,540,000 | +121.4% | 26,776 | +137.4% | 0.66% | +143.0% |
Q2 2022 | $1,147,000 | +8.0% | 11,281 | +19.2% | 0.27% | +36.7% |
Q1 2022 | $1,062,000 | +40.8% | 9,464 | +40.9% | 0.20% | +48.5% |
Q4 2021 | $754,000 | +38.3% | 6,718 | +27.4% | 0.13% | +26.4% |
Q3 2021 | $545,000 | -1.4% | 5,272 | 0.0% | 0.11% | 0.0% |
Q2 2021 | $553,000 | -8.0% | 5,272 | -11.2% | 0.11% | -15.2% |
Q1 2021 | $601,000 | +4.3% | 5,940 | -5.6% | 0.12% | -0.8% |
Q4 2020 | $576,000 | +13.2% | 6,290 | 0.0% | 0.13% | -3.1% |
Q3 2020 | $509,000 | +3.9% | 6,290 | +1.3% | 0.13% | -3.0% |
Q2 2020 | $490,000 | -10.6% | 6,211 | -19.9% | 0.13% | -25.1% |
Q1 2020 | $548,000 | -32.1% | 7,750 | -10.0% | 0.18% | -17.5% |
Q4 2019 | $807,000 | +18.9% | 8,612 | +12.5% | 0.22% | +7.4% |
Q3 2019 | $679,000 | -0.1% | 7,656 | -1.6% | 0.20% | -1.5% |
Q2 2019 | $680,000 | -37.9% | 7,783 | -39.1% | 0.20% | -38.8% |
Q1 2019 | $1,095,000 | +24.6% | 12,778 | +13.3% | 0.34% | +10.2% |
Q4 2018 | $879,000 | -4.1% | 11,280 | +7.1% | 0.30% | +10.9% |
Q3 2018 | $917,000 | +4.8% | 10,530 | 0.0% | 0.27% | -2.1% |
Q2 2018 | $875,000 | +1.5% | 10,530 | +0.8% | 0.28% | -0.7% |
Q1 2018 | $862,000 | +4.1% | 10,450 | +8.0% | 0.28% | +27.6% |
Q4 2017 | $828,000 | +4.4% | 9,676 | -1.1% | 0.22% | -19.6% |
Q3 2017 | $793,000 | +163.5% | 9,784 | +154.1% | 0.28% | +154.6% |
Q2 2017 | $301,000 | -47.4% | 3,850 | -47.8% | 0.11% | -48.3% |
Q1 2017 | $572,000 | -1.5% | 7,370 | -3.9% | 0.21% | +3.0% |
Q4 2016 | $581,000 | -63.7% | 7,673 | -65.4% | 0.20% | -69.1% |
Q3 2016 | $1,599,000 | – | 22,169 | – | 0.66% | – |
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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% |