VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,458 | -2.9% | 5,860 | -0.3% | 0.19% | +1.0% |
| Q2 2023 | $623,423 | +0.7% | 5,877 | +0.2% | 0.19% | -2.6% |
| Q1 2023 | $619,000 | -9.8% | 5,867 | -7.4% | 0.20% | -18.0% |
| Q4 2022 | $686,000 | +12.6% | 6,339 | -1.3% | 0.24% | +3.0% |
| Q3 2022 | $609,000 | -6.2% | 6,424 | +0.5% | 0.23% | -2.5% |
| Q2 2022 | $649,000 | -9.4% | 6,391 | +0.2% | 0.24% | +4.8% |
| Q1 2022 | $716,000 | +1.0% | 6,376 | +0.7% | 0.23% | +5.1% |
| Q4 2021 | $709,000 | +8.4% | 6,331 | +0.0% | 0.22% | +3.3% |
| Q3 2021 | $654,000 | +4.0% | 6,330 | +5.5% | 0.21% | +2.0% |
| Q2 2021 | $629,000 | +3.6% | 6,001 | 0.0% | 0.20% | -4.7% |
| Q1 2021 | $607,000 | +8.6% | 6,001 | -1.8% | 0.22% | +1.9% |
| Q4 2020 | $559,000 | +5.5% | 6,108 | -6.7% | 0.21% | -4.5% |
| Q3 2020 | $530,000 | +2.7% | 6,548 | 0.0% | 0.22% | -4.7% |
| Q2 2020 | $516,000 | +11.7% | 6,548 | +0.2% | 0.23% | -4.5% |
| Q1 2020 | $462,000 | +38.7% | 6,535 | +83.7% | 0.24% | +73.6% |
| Q4 2019 | $333,000 | +5.4% | 3,557 | 0.0% | 0.14% | 0.0% |
| Q3 2019 | $316,000 | +1.6% | 3,557 | +0.0% | 0.14% | -5.4% |
| Q2 2019 | $311,000 | +6.1% | 3,556 | +4.1% | 0.15% | +15.6% |
| Q1 2019 | $293,000 | +16.3% | 3,416 | +5.6% | 0.13% | +4.9% |
| Q4 2018 | $252,000 | -4.2% | 3,235 | +7.3% | 0.12% | +3.4% |
| Q3 2018 | $263,000 | +5.2% | 3,014 | 0.0% | 0.12% | -0.8% |
| Q2 2018 | $250,000 | +0.8% | 3,014 | +0.4% | 0.12% | 0.0% |
| Q1 2018 | $248,000 | +3.8% | 3,003 | +7.7% | 0.12% | +83.1% |
| Q4 2017 | $239,000 | +6.7% | 2,789 | +0.8% | 0.06% | -42.5% |
| Q3 2017 | $224,000 | – | 2,768 | – | 0.11% | – |
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% |