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 | $4,932,407 | +1.3% | 47,739 | +4.0% | 0.51% | +1.4% |
| Q2 2023 | $4,870,400 | -2.2% | 45,916 | -2.7% | 0.50% | -8.7% |
| Q1 2023 | $4,978,582 | -60.5% | 47,190 | -59.5% | 0.55% | -64.3% |
| Q4 2022 | $12,604,490 | +14.4% | 116,481 | +957.4% | 1.55% | +0.8% |
| Q3 2022 | $11,016,000 | -7.9% | 11,016 | -90.6% | 1.54% | -4.5% |
| Q2 2022 | $11,961,000 | -19.6% | 117,618 | -11.2% | 1.61% | -0.3% |
| Q1 2022 | $14,869,000 | +0.2% | 132,471 | +0.1% | 1.61% | +9.2% |
| Q4 2021 | $14,833,000 | +9.2% | 132,316 | +0.6% | 1.48% | -1.5% |
| Q3 2021 | $13,586,000 | -2.1% | 131,464 | -0.8% | 1.50% | -1.4% |
| Q2 2021 | $13,882,000 | +2.4% | 132,501 | -1.2% | 1.52% | -4.3% |
| Q1 2021 | $13,560,000 | +79.4% | 134,146 | +62.4% | 1.59% | +71.3% |
| Q4 2020 | $7,558,000 | +10.8% | 82,595 | -2.0% | 0.93% | -1.6% |
| Q3 2020 | $6,821,000 | -25.6% | 84,291 | -27.6% | 0.94% | -31.5% |
| Q2 2020 | $9,173,000 | +8.3% | 116,440 | -2.7% | 1.38% | -8.3% |
| Q1 2020 | $8,467,000 | -40.2% | 119,679 | -20.7% | 1.50% | -22.3% |
| Q4 2019 | $14,149,000 | -0.2% | 150,992 | -5.5% | 1.94% | -9.9% |
| Q3 2019 | $14,171,000 | -0.3% | 159,725 | -1.8% | 2.15% | +6.9% |
| Q2 2019 | $14,211,000 | +24.6% | 162,629 | +22.1% | 2.01% | -1.4% |
| Q1 2019 | $11,409,000 | -3.5% | 133,184 | -12.1% | 2.04% | -2.2% |
| Q4 2018 | $11,820,000 | – | 151,561 | – | 2.08% | – |
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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% |