VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,437 | -32.5% | 11,145 | -30.7% | 0.05% | +38.2% |
| Q2 2023 | $1,706,784 | +76.0% | 16,092 | +75.1% | 0.03% | -38.2% |
| Q1 2023 | $969,667 | -71.5% | 9,191 | -77.0% | 0.06% | -47.6% |
| Q4 2022 | $3,401,442 | +465.0% | 39,953 | +530.1% | 0.10% | +101.9% |
| Q3 2022 | $602,000 | -7.1% | 6,341 | -0.4% | 0.05% | -3.7% |
| Q2 2022 | $648,000 | +5.5% | 6,369 | +16.4% | 0.05% | +25.6% |
| Q1 2022 | $614,000 | +0.3% | 5,471 | +0.2% | 0.04% | -2.3% |
| Q4 2021 | $612,000 | +44.3% | 5,460 | +33.2% | 0.04% | +18.9% |
| Q3 2021 | $424,000 | -1.2% | 4,098 | +0.2% | 0.04% | -2.6% |
| Q2 2021 | $429,000 | -0.5% | 4,090 | -4.0% | 0.04% | -13.6% |
| Q1 2021 | $431,000 | +15.5% | 4,260 | +4.6% | 0.04% | +2.3% |
| Q4 2020 | $373,000 | +13.4% | 4,074 | +0.2% | 0.04% | -6.5% |
| Q3 2020 | $329,000 | +2.8% | 4,064 | 0.0% | 0.05% | -9.8% |
| Q2 2020 | $320,000 | +42.2% | 4,064 | +39.5% | 0.05% | +21.4% |
| Q1 2020 | $225,000 | -17.3% | 2,914 | 0.0% | 0.04% | -25.0% |
| Q4 2019 | $272,000 | +5.8% | 2,914 | 0.0% | 0.06% | -6.7% |
| Q3 2019 | $257,000 | +0.8% | 2,914 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $255,000 | +3.7% | 2,914 | +3.6% | 0.06% | +5.3% |
| Q1 2019 | $246,000 | +7.0% | 2,814 | 0.0% | 0.06% | -3.4% |
| Q4 2018 | $230,000 | -6.9% | 2,814 | 0.0% | 0.06% | -3.3% |
| Q3 2018 | $247,000 | +5.6% | 2,814 | 0.0% | 0.06% | -12.9% |
| Q2 2018 | $234,000 | +0.9% | 2,814 | 0.0% | 0.07% | -17.6% |
| Q1 2018 | $232,000 | -3.7% | 2,814 | 0.0% | 0.08% | -5.6% |
| Q4 2017 | $241,000 | -60.0% | 2,814 | -55.6% | 0.09% | +73.1% |
| Q3 2011 | $602,000 | – | 6,341 | – | 0.05% | – |
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% |