VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,988 | +53.2% | 735,464 | +57.3% | 4.22% | +29.1% |
| Q2 2023 | $49,606 | -3.3% | 467,668 | -3.8% | 3.27% | +6.4% |
| Q1 2023 | $51,296 | -1.4% | 486,220 | +1.1% | 3.08% | +1.9% |
| Q4 2022 | $52,045 | -99.9% | 480,959 | +1.6% | 3.02% | -0.6% |
| Q3 2022 | $44,908,000 | -4.2% | 473,316 | +2.7% | 3.04% | -1.9% |
| Q2 2022 | $46,875,000 | +25.5% | 460,914 | +38.5% | 3.10% | +36.7% |
| Q1 2022 | $37,359,000 | +10.0% | 332,819 | +9.8% | 2.27% | +8.0% |
| Q4 2021 | $33,969,000 | +26.0% | 302,998 | +17.8% | 2.10% | -0.3% |
| Q2 2021 | $26,949,000 | +31.2% | 257,216 | +26.6% | 2.10% | +31.1% |
| Q1 2021 | $20,545,000 | +29.1% | 203,235 | +16.9% | 1.60% | +23.1% |
| Q4 2020 | $15,910,000 | +11.7% | 173,865 | -1.2% | 1.30% | -0.8% |
| Q3 2020 | $14,244,000 | +7.0% | 176,000 | +4.1% | 1.32% | +2.5% |
| Q2 2020 | $13,314,000 | +48.8% | 168,997 | +33.6% | 1.28% | +26.9% |
| Q1 2020 | $8,946,000 | -8.0% | 126,452 | +21.9% | 1.01% | +12.0% |
| Q4 2019 | $9,720,000 | +3.0% | 103,726 | -2.5% | 0.90% | -4.5% |
| Q3 2019 | $9,436,000 | +131.3% | 106,348 | +127.8% | 0.95% | +127.4% |
| Q2 2019 | $4,079,000 | +3.6% | 46,685 | +1.6% | 0.42% | +2.2% |
| Q1 2019 | $3,937,000 | +12.4% | 45,965 | +2.3% | 0.41% | -1.5% |
| Q4 2018 | $3,503,000 | -10.5% | 44,915 | 0.0% | 0.41% | +6.4% |
| Q3 2018 | $3,912,000 | +3.0% | 44,915 | -1.8% | 0.39% | -1.8% |
| Q2 2018 | $3,797,000 | +3.3% | 45,720 | +2.6% | 0.40% | +3.9% |
| Q1 2018 | $3,675,000 | -4.1% | 44,545 | -1.7% | 0.38% | -4.5% |
| Q4 2017 | $3,831,000 | +1.3% | 45,335 | -2.8% | 0.40% | -0.3% |
| Q3 2017 | $3,780,000 | -7.6% | 46,626 | -11.0% | 0.40% | -8.5% |
| Q2 2017 | $4,093,000 | -31.1% | 52,366 | -31.6% | 0.44% | -31.3% |
| Q1 2017 | $5,942,000 | -5.4% | 76,531 | -7.7% | 0.64% | -14.7% |
| Q4 2016 | $6,282,000 | -73.1% | 82,906 | -74.4% | 0.74% | -74.2% |
| Q3 2016 | $23,366,000 | -1.4% | 323,901 | -2.3% | 2.88% | +2.7% |
| Q2 2016 | $23,692,000 | +3.1% | 331,546 | -0.4% | 2.80% | +10.4% |
| Q1 2016 | $22,983,000 | +5.0% | 332,896 | +1.5% | 2.54% | +17.3% |
| Q4 2015 | $21,888,000 | +6.0% | 327,911 | -0.5% | 2.16% | +6.1% |
| Q3 2015 | $20,656,000 | -5.8% | 329,711 | +1.2% | 2.04% | +40.3% |
| Q2 2015 | $21,925,000 | -0.3% | 325,676 | +1.1% | 1.45% | -19.8% |
| Q1 2015 | $21,992,000 | +1.0% | 321,986 | +1.6% | 1.81% | +0.5% |
| Q4 2014 | $21,781,000 | +14.4% | 316,816 | +10.5% | 1.80% | +6.6% |
| Q3 2014 | $19,040,000 | +63.0% | 286,701 | +62.8% | 1.69% | +31.3% |
| Q2 2014 | $11,681,000 | -75.6% | 176,141 | -76.8% | 1.29% | -66.6% |
| Q1 2014 | $47,944,000 | +1.1% | 759,571 | -0.1% | 3.86% | -3.3% |
| Q4 2013 | $47,408,000 | +6.7% | 760,711 | -1.5% | 4.00% | +6.8% |
| Q3 2013 | $44,419,000 | -3.9% | 772,646 | -5.8% | 3.74% | -7.2% |
| Q2 2013 | $46,243,000 | – | 820,354 | – | 4.03% | – |
Download | ||||||
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% |