VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $3,319,773 | -17.6% | 32,131 | -15.4% | 0.05% | -17.5% |
Q2 2023 | $4,030,512 | +9.8% | 37,999 | +12.1% | 0.06% | -14.9% |
Q1 2023 | $3,669,531 | 0.0% | 33,911 | 0.0% | 0.07% | 0.0% |
Q4 2022 | $3,669,531 | +12.7% | 33,911 | -1.2% | 0.07% | +1.5% |
Q3 2022 | $3,255,000 | -6.7% | 34,306 | +0.1% | 0.07% | -4.3% |
Q2 2022 | $3,487,000 | -14.4% | 34,283 | -5.5% | 0.07% | -13.8% |
Q1 2022 | $4,074,000 | +5.8% | 36,292 | +5.7% | 0.08% | +8.1% |
Q4 2021 | $3,849,000 | +8.2% | 34,336 | -0.2% | 0.07% | +1.4% |
Q3 2021 | $3,556,000 | -1.6% | 34,405 | -0.2% | 0.07% | -16.1% |
Q2 2021 | $3,612,000 | +9.8% | 34,476 | +5.9% | 0.09% | -46.3% |
Q1 2021 | $3,290,000 | +6.2% | 32,545 | -3.8% | 0.16% | -0.6% |
Q4 2020 | $3,097,000 | -24.3% | 33,848 | -33.1% | 0.16% | -47.9% |
Q3 2020 | $4,092,000 | -55.5% | 50,560 | -56.7% | 0.31% | -64.2% |
Q2 2020 | $9,203,000 | +1133.6% | 116,819 | +1007.3% | 0.88% | +1115.3% |
Q1 2020 | $746,000 | -7.2% | 10,550 | +23.0% | 0.07% | -6.5% |
Q4 2019 | $804,000 | +18.8% | 8,579 | +12.4% | 0.08% | +5.5% |
Q3 2019 | $677,000 | +5.6% | 7,635 | +4.1% | 0.07% | +4.3% |
Q2 2019 | $641,000 | -33.9% | 7,333 | -35.2% | 0.07% | -42.6% |
Q1 2019 | $970,000 | -17.1% | 11,321 | -24.5% | 0.12% | -31.8% |
Q4 2018 | $1,170,000 | -21.7% | 14,999 | -12.6% | 0.18% | -21.8% |
Q3 2018 | $1,495,000 | -24.5% | 17,161 | -28.0% | 0.23% | -28.4% |
Q2 2018 | $1,979,000 | +28.9% | 23,828 | +28.1% | 0.32% | +7.0% |
Q1 2018 | $1,535,000 | +339.8% | 18,608 | +357.1% | 0.30% | +309.6% |
Q4 2017 | $349,000 | +5.8% | 4,071 | +0.1% | 0.07% | -6.4% |
Q3 2017 | $330,000 | +1.2% | 4,066 | -2.5% | 0.08% | +1.3% |
Q2 2017 | $326,000 | +8.3% | 4,169 | +7.4% | 0.08% | -12.5% |
Q1 2017 | $301,000 | +3.1% | 3,883 | +0.7% | 0.09% | -6.4% |
Q4 2016 | $292,000 | – | 3,855 | – | 0.09% | – |
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% |