VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,878,458 | -11.5% | 192,397 | -9.1% | 1.46% | -7.9% |
| Q2 2023 | $22,451,519 | +3572.3% | 211,667 | +3552.6% | 1.58% | +3420.0% |
| Q1 2023 | $611,372 | +97407.5% | 5,795 | 0.0% | 0.04% | -10.0% |
| Q4 2022 | $627 | -99.9% | 5,795 | +12.3% | 0.05% | +16.3% |
| Q3 2022 | $490,000 | +1860.0% | 5,161 | +1512.8% | 0.04% | +1333.3% |
| Q2 2020 | $25,000 | +31.6% | 320 | +58.4% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | -70.3% | 202 | -71.9% | 0.00% | -71.4% |
| Q3 2019 | $64,000 | -26.4% | 720 | -28.0% | 0.01% | -30.0% |
| Q2 2019 | $87,000 | +1.2% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $86,000 | – | 1,000 | – | 0.01% | – |
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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% |