VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $289,400 | -31.6% | 2,801 | -29.8% | 0.05% | -26.8% |
Q2 2023 | $423,008 | -0.3% | 3,988 | -0.9% | 0.07% | -12.3% |
Q1 2023 | $424,427 | -2.5% | 4,023 | -0.0% | 0.08% | -12.0% |
Q4 2022 | $435,439 | +14.9% | 4,024 | +0.7% | 0.09% | +8.2% |
Q3 2022 | $379,000 | -6.0% | 3,997 | +0.9% | 0.08% | +7.6% |
Q2 2022 | $403,000 | -7.4% | 3,962 | +2.2% | 0.08% | +12.9% |
Q1 2022 | $435,000 | +12.1% | 3,875 | +11.9% | 0.07% | +11.1% |
Q4 2021 | $388,000 | +8.1% | 3,462 | -0.4% | 0.06% | 0.0% |
Q3 2021 | $359,000 | +14.7% | 3,477 | +16.2% | 0.06% | +14.5% |
Q2 2021 | $313,000 | +12.6% | 2,992 | -15.2% | 0.06% | -19.1% |
Q2 2020 | $278,000 | +6.1% | 3,530 | -4.6% | 0.07% | -16.0% |
Q1 2020 | $262,000 | +31.0% | 3,699 | +73.2% | 0.08% | +80.0% |
Q4 2019 | $200,000 | -54.2% | 2,136 | -58.2% | 0.04% | -55.4% |
Q4 2017 | $437,000 | -54.1% | 5,111 | -56.6% | 0.10% | -67.4% |
Q3 2017 | $952,000 | -2.7% | 11,768 | -6.2% | 0.31% | +15.2% |
Q2 2017 | $978,000 | – | 12,543 | – | 0.27% | – |
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% |