VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $9,550,000 | +16.4% | 117,800 | +12.7% | 0.80% | +27.7% |
| Q2 2017 | $8,204,000 | +19.3% | 104,509 | +18.0% | 0.62% | +20.0% |
| Q1 2017 | $6,877,000 | +7.5% | 88,594 | +4.6% | 0.52% | +4.4% |
| Q4 2016 | $6,397,000 | +12.9% | 84,675 | +6.7% | 0.50% | +10.7% |
| Q3 2016 | $5,665,000 | +9.8% | 79,348 | +11.6% | 0.45% | +12.8% |
| Q2 2016 | $5,160,000 | +28.8% | 71,117 | +23.0% | 0.40% | +14.7% |
| Q1 2016 | $4,006,000 | -1.2% | 57,825 | -9.1% | 0.35% | +4.8% |
| Q4 2015 | $4,055,000 | -18.0% | 63,608 | -11.7% | 0.33% | -26.9% |
| Q3 2015 | $4,945,000 | +0.7% | 72,000 | -0.7% | 0.45% | +2.9% |
| Q2 2015 | $4,911,000 | -68.6% | 72,534 | -67.8% | 0.44% | -68.3% |
| Q1 2015 | $15,628,000 | -99.9% | 225,129 | -5.3% | 1.39% | +22.0% |
| Q4 2014 | $16,118,963,000 | +102797.9% | 237,708 | +0.4% | 1.14% | -4.4% |
| Q3 2014 | $15,665,000 | +10.1% | 236,772 | +10.4% | 1.19% | +6.6% |
| Q2 2014 | $14,227,000 | +77.1% | 214,539 | +69.8% | 1.12% | +61.6% |
| Q1 2014 | $8,032,000 | +7.4% | 126,329 | +5.1% | 0.69% | +3.7% |
| Q4 2013 | $7,480,000 | +222.0% | 120,179 | +199.8% | 0.67% | +195.1% |
| Q3 2013 | $2,323,000 | -28.0% | 40,092 | -29.9% | 0.23% | -43.5% |
| Q2 2013 | $3,226,000 | – | 57,187 | – | 0.40% | – |
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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% |