VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,430 | -9.4% | 5,250 | -7.0% | 0.18% | -1.1% |
| Q2 2023 | $598,765 | +1.2% | 5,645 | +0.6% | 0.18% | -8.0% |
| Q1 2023 | $591,855 | -2.5% | 5,610 | 0.0% | 0.20% | -15.7% |
| Q4 2022 | $607,058 | +13.9% | 5,610 | -0.1% | 0.24% | +4.4% |
| Q3 2022 | $533,000 | -6.7% | 5,617 | 0.0% | 0.23% | -12.7% |
| Q2 2022 | $571,000 | -9.5% | 5,617 | 0.0% | 0.26% | +55.1% |
| Q1 2022 | $631,000 | +0.2% | 5,617 | 0.0% | 0.17% | +3.7% |
| Q4 2021 | $630,000 | +21.2% | 5,617 | +11.6% | 0.16% | +11.8% |
| Q3 2021 | $520,000 | +14.0% | 5,032 | +15.5% | 0.14% | +41.2% |
| Q2 2021 | $456,000 | +6.0% | 4,357 | +2.3% | 0.10% | -3.8% |
| Q1 2021 | $430,000 | +4.9% | 4,257 | -4.9% | 0.11% | +1.0% |
| Q4 2020 | $410,000 | -9.1% | 4,475 | -19.7% | 0.10% | -19.2% |
| Q3 2020 | $451,000 | +2.7% | 5,575 | 0.0% | 0.13% | -15.0% |
| Q2 2020 | $439,000 | -70.3% | 5,575 | -73.3% | 0.15% | -77.0% |
| Q1 2020 | $1,477,000 | -26.3% | 20,883 | -2.3% | 0.66% | -11.6% |
| Q4 2019 | $2,003,000 | -15.1% | 21,376 | -19.6% | 0.75% | -25.8% |
| Q3 2019 | $2,360,000 | +10.6% | 26,592 | +8.9% | 1.01% | +19.3% |
| Q2 2019 | $2,134,000 | +10.0% | 24,420 | +7.8% | 0.85% | -16.9% |
| Q1 2019 | $1,940,000 | +9.7% | 22,652 | +6.4% | 1.02% | -3.9% |
| Q4 2018 | $1,768,000 | +8.8% | 21,286 | +14.1% | 1.06% | +19.6% |
| Q3 2018 | $1,625,000 | – | 18,653 | – | 0.89% | – |
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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% |