VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,052,983 | +1.9% | 678,020 | +4.6% | 0.27% | -1.1% |
| Q2 2023 | $68,727,936 | +5.3% | 647,949 | +4.8% | 0.27% | -5.6% |
| Q1 2023 | $65,256,647 | +5.3% | 618,546 | +8.1% | 0.29% | -8.0% |
| Q4 2022 | $61,942,806 | +29.4% | 572,431 | +13.5% | 0.31% | +11.8% |
| Q3 2022 | $47,860,000 | +86.2% | 504,428 | +99.5% | 0.28% | +68.1% |
| Q2 2022 | $25,708,000 | -31.2% | 252,783 | -24.1% | 0.17% | -31.4% |
| Q1 2022 | $37,387,000 | +113.4% | 333,065 | +113.1% | 0.24% | +101.7% |
| Q4 2021 | $17,519,000 | +21.8% | 156,266 | +12.3% | 0.12% | 0.0% |
| Q3 2021 | $14,385,000 | +76.8% | 139,187 | +79.2% | 0.12% | +57.9% |
| Q2 2021 | $8,138,000 | +8.9% | 77,672 | +5.1% | 0.08% | -6.2% |
| Q1 2021 | $7,473,000 | +25.9% | 73,922 | +13.9% | 0.08% | +2.5% |
| Q4 2020 | $5,937,000 | +85.2% | 64,910 | +63.8% | 0.08% | +49.1% |
| Q3 2020 | $3,206,000 | -35.3% | 39,626 | -37.2% | 0.05% | -35.4% |
| Q2 2020 | $4,956,000 | +0.6% | 63,146 | -13.1% | 0.08% | -24.8% |
| Q1 2020 | $4,928,000 | -36.1% | 72,690 | -11.5% | 0.11% | -10.7% |
| Q4 2019 | $7,716,000 | +9.3% | 82,109 | +3.2% | 0.12% | -50.8% |
| Q3 2019 | $7,061,000 | -0.1% | 79,579 | -1.6% | 0.25% | -5.0% |
| Q2 2019 | $7,066,000 | +3.2% | 80,867 | +1.1% | 0.26% | -6.1% |
| Q1 2019 | $6,850,000 | +135.9% | 79,971 | +114.8% | 0.28% | +78.2% |
| Q4 2018 | $2,904,000 | -7.5% | 37,231 | +4.1% | 0.16% | +11.4% |
| Q3 2018 | $3,140,000 | +8.5% | 35,776 | +2.7% | 0.14% | -12.5% |
| Q2 2018 | $2,893,000 | -15.9% | 34,838 | -18.3% | 0.16% | -24.9% |
| Q1 2018 | $3,440,000 | +45.2% | 42,660 | +54.2% | 0.21% | +49.0% |
| Q4 2017 | $2,369,000 | -44.8% | 27,660 | -46.7% | 0.14% | -21.4% |
| Q3 2017 | $4,294,000 | +280.3% | 51,894 | +259.2% | 0.18% | +29.1% |
| Q2 2017 | $1,129,000 | -2.8% | 14,447 | -3.3% | 0.14% | +19.5% |
| Q1 2017 | $1,161,000 | +12.8% | 14,947 | +10.1% | 0.12% | +26.9% |
| Q4 2016 | $1,029,000 | +27.0% | 13,574 | +15.7% | 0.09% | +8.1% |
| Q1 2016 | $810,000 | +142.5% | 11,733 | +134.7% | 0.09% | +138.9% |
| Q4 2015 | $334,000 | +6.7% | 5,000 | 0.0% | 0.04% | -14.3% |
| Q3 2015 | $313,000 | -39.1% | 5,000 | -34.6% | 0.04% | -48.1% |
| Q2 2015 | $514,000 | -99.9% | 7,640 | +44.8% | 0.08% | +24.6% |
| Q1 2015 | $360,282,000 | +104633.1% | 5,275 | +5.5% | 0.06% | -3.0% |
| Q4 2014 | $344,000 | +3.6% | 5,000 | 0.0% | 0.07% | -27.2% |
| Q3 2014 | $332,000 | -4.0% | 5,000 | -4.0% | 0.09% | +16.5% |
| Q2 2014 | $346,000 | -45.3% | 5,211 | -47.9% | 0.08% | -39.7% |
| Q1 2014 | $632,000 | +94.5% | 10,000 | +92.0% | 0.13% | +133.9% |
| Q4 2013 | $325,000 | +13.2% | 5,208 | +4.2% | 0.06% | -26.3% |
| Q3 2013 | $287,000 | -2.0% | 5,000 | -3.9% | 0.08% | -15.6% |
| Q2 2013 | $293,000 | – | 5,205 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 376,899 | $42,307,000 | 35.47% |
| Coco Enterprises, LLC | 367,256 | $41,500,000 | 31.17% |
| Operose Advisors LLC | 392,467 | $44,054,000 | 30.44% |
| SWISS RE LTD | 1,328,970 | $149,177,000 | 26.23% |
| Benchmark Wealth Management, LLC | 247,216 | $27,750,000 | 18.66% |
| McAlister, Sweet & Associates, Inc. | 137,840 | $15,473,000 | 16.44% |
| CVS HEALTH Corp | 215,000 | $24,134,000 | 16.21% |
| Arlington Partners LLC | 429,648 | $48,228,000 | 13.64% |
| ACT WEALTH MANAGEMENT, LLC | 211,933 | $23,789,000 | 13.53% |
| MARINO, STRAM & ASSOCIATES LLC | 380,341 | $42,693,000 | 13.46% |