VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737 | +2.8% | 7,129 | +5.4% | 0.08% | +4.0% |
| Q2 2023 | $717 | +2.0% | 6,764 | +1.5% | 0.08% | -2.6% |
| Q1 2023 | $703 | +3.2% | 6,664 | +6.0% | 0.08% | +2.7% |
| Q4 2022 | $681 | -99.9% | 6,289 | +0.8% | 0.08% | +19.0% |
| Q3 2022 | $592,000 | +3.9% | 6,240 | +11.3% | 0.06% | -17.1% |
| Q2 2022 | $570,000 | -8.7% | 5,605 | +0.9% | 0.08% | +18.8% |
| Q1 2022 | $624,000 | +16.0% | 5,555 | +15.8% | 0.06% | +45.5% |
| Q4 2021 | $538,000 | +18.5% | 4,795 | +9.2% | 0.04% | +15.8% |
| Q3 2021 | $454,000 | +19.8% | 4,390 | +21.3% | 0.04% | +18.8% |
| Q2 2021 | $379,000 | +21.1% | 3,620 | +16.8% | 0.03% | +28.0% |
| Q1 2021 | $313,000 | +13.0% | 3,100 | +2.5% | 0.02% | +4.2% |
| Q4 2020 | $277,000 | +15.9% | 3,025 | +2.5% | 0.02% | -44.2% |
| Q3 2020 | $239,000 | +1.7% | 2,950 | -1.0% | 0.04% | -4.4% |
| Q2 2020 | $235,000 | -2.5% | 2,980 | -12.6% | 0.04% | -11.8% |
| Q1 2020 | $241,000 | -20.7% | 3,408 | +5.1% | 0.05% | -16.4% |
| Q4 2019 | $304,000 | +5.6% | 3,244 | 0.0% | 0.06% | +8.9% |
| Q3 2019 | $288,000 | -9.4% | 3,244 | -10.9% | 0.06% | +1.8% |
| Q2 2019 | $318,000 | +33.6% | 3,640 | +30.9% | 0.06% | +31.0% |
| Q1 2019 | $238,000 | +9.7% | 2,780 | 0.0% | 0.04% | -2.3% |
| Q4 2018 | $217,000 | -10.3% | 2,780 | 0.0% | 0.04% | +2.4% |
| Q3 2018 | $242,000 | +4.8% | 2,780 | 0.0% | 0.04% | +2.4% |
| Q2 2018 | $231,000 | +5.0% | 2,780 | +4.1% | 0.04% | +17.1% |
| Q1 2018 | $220,000 | -8.3% | 2,670 | -4.8% | 0.04% | -12.5% |
| Q4 2017 | $240,000 | +5.7% | 2,805 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $227,000 | +4.6% | 2,805 | +0.9% | 0.04% | +8.3% |
| Q2 2017 | $217,000 | +0.5% | 2,780 | 0.0% | 0.04% | +24.1% |
| Q1 2017 | $216,000 | -68.8% | 2,780 | -69.6% | 0.03% | -66.7% |
| Q4 2016 | $693,000 | +14.9% | 9,140 | +9.4% | 0.09% | -18.7% |
| Q3 2016 | $603,000 | +26.7% | 8,358 | +25.3% | 0.11% | +98.1% |
| Q2 2016 | $476,000 | +107.0% | 6,670 | +100.0% | 0.05% | -10.0% |
| Q1 2016 | $230,000 | +15.0% | 3,335 | +13.6% | 0.06% | +160.9% |
| Q1 2015 | $200,000 | -1.0% | 2,935 | -0.2% | 0.02% | +76.9% |
| Q4 2014 | $202,000 | – | 2,940 | – | 0.01% | – |
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% |