VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 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 | $4,021,983 | -3.5% | 38,927 | -1.0% | 0.10% | -81.9% |
Q2 2023 | $4,169,833 | +3.6% | 39,312 | +3.0% | 0.55% | -5.2% |
Q1 2023 | $4,025,035 | +37.2% | 38,152 | +40.8% | 0.58% | +28.5% |
Q4 2022 | $2,932,885 | +187.3% | 27,104 | +151.9% | 0.45% | +169.6% |
Q3 2022 | $1,021,000 | -6.7% | 10,758 | +0.0% | 0.17% | -3.4% |
Q2 2022 | $1,094,000 | -50.2% | 10,753 | -45.1% | 0.17% | -39.6% |
Q1 2022 | $2,197,000 | +121.7% | 19,591 | +121.5% | 0.29% | +123.3% |
Q4 2021 | $991,000 | +17.3% | 8,844 | +8.2% | 0.13% | +5.7% |
Q3 2021 | $845,000 | -1.3% | 8,174 | 0.0% | 0.12% | -0.8% |
Q2 2021 | $856,000 | +3.6% | 8,174 | 0.0% | 0.12% | -6.8% |
Q1 2021 | $826,000 | +10.4% | 8,174 | +0.1% | 0.13% | +23.4% |
Q4 2020 | $748,000 | +14.2% | 8,169 | +0.9% | 0.11% | -0.9% |
Q3 2020 | $655,000 | +42.7% | 8,097 | +38.9% | 0.11% | +35.0% |
Q2 2020 | $459,000 | +88.9% | 5,830 | +53.1% | 0.08% | +70.2% |
Q1 2020 | $243,000 | -31.7% | 3,809 | +0.3% | 0.05% | -24.2% |
Q4 2019 | $356,000 | – | 3,799 | – | 0.06% | – |
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% |