VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $484,333 | -2.6% | 4,688 | -0.0% | 0.01% | 0.0% |
| Q2 2023 | $497,309 | +19.3% | 4,689 | +18.6% | 0.01% | +12.5% |
| Q1 2023 | $416,989 | -2.5% | 3,953 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $427,700 | +14.1% | 3,953 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $375,000 | +15.0% | 3,953 | +23.4% | 0.01% | +14.3% |
| Q2 2022 | $326,000 | -9.2% | 3,203 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $359,000 | 0.0% | 3,203 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $359,000 | +8.5% | 3,203 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $331,000 | +1555.0% | 3,203 | +1298.7% | 0.01% | +500.0% |
| Q4 2017 | $20,000 | +5.3% | 229 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 229 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | -89.4% | 229 | -89.8% | 0.00% | -85.7% |
| Q4 2016 | $170,000 | +4.3% | 2,249 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $163,000 | +393.9% | 2,249 | +391.0% | 0.01% | +600.0% |
| Q2 2016 | $33,000 | +3.1% | 458 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $32,000 | +3.2% | 458 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $31,000 | +6.9% | 458 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $29,000 | -86.8% | 458 | -85.9% | 0.00% | -90.0% |
| Q2 2015 | $219,000 | +606.5% | 3,258 | +611.4% | 0.01% | +900.0% |
| Q1 2015 | $31,000 | +3.3% | 458 | 0.0% | 0.00% | -50.0% |
| Q3 2014 | $30,000 | 0.0% | 458 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $30,000 | +3.4% | 458 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $29,000 | 0.0% | 458 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $29,000 | +11.5% | 458 | 0.0% | 0.00% | +100.0% |
| Q3 2013 | $26,000 | -61.2% | 458 | -61.1% | 0.00% | -75.0% |
| Q2 2013 | $67,000 | – | 1,178 | – | 0.00% | – |
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% |