VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,840 | -2.1% | 3,144 | +0.5% | 0.04% | -2.4% |
| Q2 2023 | $331,730 | -13.2% | 3,127 | -13.6% | 0.04% | -16.0% |
| Q1 2023 | $381,998 | +16.8% | 3,621 | +19.8% | 0.05% | +11.1% |
| Q4 2022 | $327,044 | +14.0% | 3,022 | +0.1% | 0.04% | -2.2% |
| Q3 2022 | $287,000 | -6.5% | 3,020 | +0.1% | 0.05% | -2.1% |
| Q2 2022 | $307,000 | -8.4% | 3,018 | +1.1% | 0.05% | -6.0% |
| Q1 2022 | $335,000 | 0.0% | 2,986 | +0.0% | 0.05% | 0.0% |
| Q4 2021 | $335,000 | +8.8% | 2,985 | +0.0% | 0.05% | +6.4% |
| Q3 2021 | $308,000 | -0.3% | 2,984 | +1.0% | 0.05% | -9.6% |
| Q2 2021 | $309,000 | +54.5% | 2,954 | +49.1% | 0.05% | -38.8% |
| Q1 2021 | $200,000 | +12.4% | 1,981 | +1.7% | 0.08% | +6.2% |
| Q4 2020 | $178,000 | +12.7% | 1,948 | 0.0% | 0.08% | +29.0% |
| Q3 2020 | $158,000 | +3.3% | 1,948 | 0.0% | 0.06% | -4.6% |
| Q2 2020 | $153,000 | +206.0% | 1,948 | +174.4% | 0.06% | +160.0% |
| Q1 2020 | $50,000 | -24.2% | 710 | +1.4% | 0.02% | -3.8% |
| Q4 2019 | $66,000 | +6.5% | 700 | 0.0% | 0.03% | -7.1% |
| Q3 2019 | $62,000 | +1.6% | 700 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $61,000 | +1.7% | 700 | 0.0% | 0.03% | +3.8% |
| Q1 2019 | $60,000 | +9.1% | 700 | 0.0% | 0.03% | -3.7% |
| Q4 2018 | $55,000 | -9.8% | 700 | 0.0% | 0.03% | +3.8% |
| Q3 2018 | $61,000 | +5.2% | 700 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $58,000 | 0.0% | 700 | 0.0% | 0.03% | -3.7% |
| Q1 2018 | $58,000 | -3.3% | 700 | 0.0% | 0.03% | +3.8% |
| Q4 2017 | $60,000 | +5.3% | 700 | 0.0% | 0.03% | -7.1% |
| Q3 2017 | $57,000 | -6.6% | 700 | -10.0% | 0.03% | -9.7% |
| Q2 2017 | $61,000 | +1.7% | 778 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $60,000 | -3.2% | 778 | -5.1% | 0.03% | -6.1% |
| Q4 2016 | $62,000 | +5.1% | 820 | 0.0% | 0.03% | +3.1% |
| Q3 2016 | $59,000 | 0.0% | 820 | 0.0% | 0.03% | -3.0% |
| Q2 2016 | $59,000 | +22.9% | 820 | +17.1% | 0.03% | +22.2% |
| Q1 2016 | $48,000 | +2.1% | 700 | 0.0% | 0.03% | +3.8% |
| Q4 2015 | $47,000 | +6.8% | 700 | 0.0% | 0.03% | -3.7% |
| Q3 2015 | $44,000 | -6.4% | 700 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $47,000 | -14.5% | 700 | -12.5% | 0.03% | -22.9% |
| Q1 2015 | $55,000 | +14.6% | 800 | +14.3% | 0.04% | +16.7% |
| Q4 2014 | $48,000 | +4.3% | 700 | 0.0% | 0.03% | +3.4% |
| Q3 2014 | $46,000 | 0.0% | 700 | 0.0% | 0.03% | +3.6% |
| Q2 2014 | $46,000 | +4.5% | 700 | 0.0% | 0.03% | -3.4% |
| Q1 2014 | $44,000 | 0.0% | 700 | 0.0% | 0.03% | +3.6% |
| Q4 2013 | $44,000 | – | 700 | – | 0.03% | – |
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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% |