VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138 | -2.1% | 1,336 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $141 | +19.5% | 1,327 | +18.3% | 0.05% | +10.9% |
| Q1 2023 | $118 | -2.5% | 1,122 | +0.6% | 0.05% | -11.5% |
| Q4 2022 | $121 | -99.9% | 1,115 | -3.4% | 0.05% | +10.6% |
| Q3 2022 | $110,000 | -6.0% | 1,154 | +0.7% | 0.05% | -2.1% |
| Q2 2022 | $117,000 | -8.6% | 1,146 | +0.7% | 0.05% | +6.7% |
| Q1 2022 | $128,000 | +0.8% | 1,138 | +0.5% | 0.04% | +7.1% |
| Q4 2021 | $127,000 | +35.1% | 1,132 | +25.1% | 0.04% | +27.3% |
| Q3 2021 | $94,000 | -1.1% | 905 | +0.2% | 0.03% | -2.9% |
| Q2 2021 | $95,000 | +4.4% | 903 | +0.3% | 0.03% | -5.6% |
| Q1 2021 | $91,000 | +11.0% | 900 | +0.3% | 0.04% | +5.9% |
| Q4 2020 | $82,000 | +13.9% | 897 | +0.3% | 0.03% | +13.3% |
| Q3 2020 | $72,000 | -17.2% | 894 | -18.9% | 0.03% | -26.8% |
| Q2 2020 | $87,000 | +11.5% | 1,103 | +0.5% | 0.04% | +5.1% |
| Q1 2020 | $78,000 | 0.0% | 1,097 | +31.9% | 0.04% | +5.4% |
| Q4 2019 | $78,000 | +136.4% | 832 | +125.5% | 0.04% | +117.6% |
| Q3 2019 | $33,000 | +3.1% | 369 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 366 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $31,000 | +10.7% | 364 | +0.6% | 0.02% | +6.2% |
| Q4 2018 | $28,000 | -9.7% | 362 | +1.4% | 0.02% | 0.0% |
| Q3 2018 | $31,000 | +3.3% | 357 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $30,000 | +3.4% | 357 | +1.1% | 0.02% | -5.9% |
| Q1 2018 | $29,000 | -99.4% | 353 | -99.4% | 0.02% | -99.5% |
| Q4 2017 | $5,184,000 | +7.4% | 60,540 | +1.7% | 3.12% | -0.7% |
| Q3 2017 | $4,827,000 | +4.7% | 59,536 | +0.9% | 3.14% | +8.2% |
| Q2 2017 | $4,612,000 | +0.9% | 59,004 | +0.3% | 2.90% | +0.1% |
| Q1 2017 | $4,569,000 | +3.3% | 58,842 | +0.8% | 2.90% | -4.8% |
| Q4 2016 | $4,425,000 | +10.2% | 58,402 | +4.9% | 3.04% | -7.0% |
| Q3 2016 | $4,017,000 | +45.4% | 55,682 | +44.0% | 3.28% | -2.3% |
| Q2 2016 | $2,763,000 | +9.4% | 38,669 | +5.7% | 3.35% | -17.8% |
| Q1 2016 | $2,526,000 | +248.9% | 36,581 | +235.1% | 4.08% | +858.8% |
| Q2 2014 | $724,000 | +49.9% | 10,917 | +42.6% | 0.42% | +38.9% |
| Q1 2014 | $483,000 | – | 7,656 | – | 0.31% | – |
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% |