VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $660,000 | -44.0% | 5,880 | -44.0% | 0.07% | -29.7% |
| Q4 2021 | $1,178,000 | +8.5% | 10,507 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $1,086,000 | -0.4% | 10,507 | +1.0% | 0.10% | -39.0% |
| Q2 2021 | $1,090,000 | +3.6% | 10,407 | 0.0% | 0.17% | -18.9% |
| Q1 2021 | $1,052,000 | +10.5% | 10,407 | 0.0% | 0.21% | +5.0% |
| Q4 2020 | $952,000 | +13.1% | 10,407 | 0.0% | 0.20% | -6.5% |
| Q3 2020 | $842,000 | +2.7% | 10,407 | 0.0% | 0.22% | -4.0% |
| Q2 2020 | $820,000 | +11.4% | 10,407 | 0.0% | 0.22% | -0.4% |
| Q1 2020 | $736,000 | +264.4% | 10,407 | +291.2% | 0.23% | +172.3% |
| Q4 2016 | $202,000 | -27.1% | 2,660 | -30.8% | 0.08% | -28.4% |
| Q3 2016 | $277,000 | +0.7% | 3,845 | 0.0% | 0.12% | -4.9% |
| Q2 2016 | $275,000 | +3.8% | 3,845 | 0.0% | 0.12% | +4.3% |
| Q1 2016 | $265,000 | +3.1% | 3,845 | 0.0% | 0.12% | +15.8% |
| Q4 2015 | $257,000 | -0.8% | 3,845 | 0.0% | 0.10% | -10.6% |
| Q2 2015 | $259,000 | -1.5% | 3,845 | 0.0% | 0.11% | +2.7% |
| Q1 2015 | $263,000 | -0.4% | 3,845 | 0.0% | 0.11% | +14.6% |
| Q4 2014 | $264,000 | +3.5% | 3,845 | 0.0% | 0.10% | -11.9% |
| Q3 2014 | $255,000 | 0.0% | 3,845 | 0.0% | 0.11% | +1.9% |
| Q2 2014 | $255,000 | -24.6% | 3,845 | -28.3% | 0.11% | -27.7% |
| Q1 2014 | $338,000 | +1.2% | 5,360 | 0.0% | 0.15% | +8.0% |
| Q4 2013 | $334,000 | +8.4% | 5,360 | 0.0% | 0.14% | -3.5% |
| Q3 2013 | $308,000 | +2.0% | 5,360 | 0.0% | 0.14% | +1.4% |
| Q2 2013 | $302,000 | – | 5,360 | – | 0.14% | – |
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% |