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 2021 | $50,000 | +28.2% | 499 | -8.6% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -15.2% | 546 | +11.9% | 0.01% | 0.0% |
| Q4 2019 | $46,000 | +7.0% | 488 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | 0.0% | 488 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $43,000 | -12.2% | 488 | -15.3% | 0.01% | -14.3% |
| Q1 2019 | $49,000 | +8.9% | 576 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $45,000 | -10.0% | 576 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $50,000 | +4.2% | 576 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $48,000 | 0.0% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -2.0% | 576 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $49,000 | +4.3% | 576 | 0.0% | 0.01% | +20.0% |
| Q3 2017 | $47,000 | -51.5% | 576 | -62.7% | 0.01% | -58.3% |
| Q3 2015 | $97,000 | -6.7% | 1,543 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $104,000 | -57.2% | 1,543 | -56.7% | 0.01% | -58.6% |
| Q1 2015 | $243,000 | +129.2% | 3,562 | +130.8% | 0.03% | +93.3% |
| Q4 2014 | $106,000 | +3.9% | 1,543 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $102,000 | 0.0% | 1,543 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $102,000 | +5.2% | 1,543 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $97,000 | +1.0% | 1,543 | 0.0% | 0.02% | -6.2% |
| Q4 2013 | $96,000 | +7.9% | 1,543 | 0.0% | 0.02% | +6.7% |
| Q3 2013 | $89,000 | +2.3% | 1,543 | 0.0% | 0.02% | -6.2% |
| Q2 2013 | $87,000 | – | 1,543 | – | 0.02% | – |
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% |