VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,908 | +2.1% | 305,580 | -0.2% | 4.67% | +6.8% |
| Q2 2023 | $32,241 | -0.0% | 306,331 | +0.9% | 4.37% | -2.8% |
| Q1 2023 | $32,244 | -3.5% | 303,474 | -1.5% | 4.50% | -1.4% |
| Q4 2022 | $33,421 | -99.9% | 307,967 | +3.4% | 4.56% | +2.3% |
| Q3 2022 | $28,692,000 | +17.4% | 297,792 | +25.2% | 4.46% | +22.7% |
| Q2 2022 | $24,431,000 | -7.0% | 237,936 | +3.0% | 3.64% | +3.9% |
| Q1 2022 | $26,272,000 | +1.6% | 231,046 | +0.7% | 3.50% | +4.1% |
| Q4 2021 | $25,854,000 | +17.1% | 229,528 | +9.0% | 3.36% | +13.4% |
| Q3 2021 | $22,087,000 | +4.2% | 210,528 | +3.0% | 2.96% | -1.3% |
| Q2 2021 | $21,195,000 | +239.9% | 204,464 | +214.4% | 3.00% | +207.6% |
| Q1 2021 | $6,236,000 | 0.0% | 65,029 | 0.0% | 0.98% | 0.0% |
| Q4 2020 | $6,236,000 | +26.3% | 65,029 | +6.6% | 0.98% | +10.5% |
| Q3 2020 | $4,937,000 | +4.4% | 61,002 | +0.4% | 0.88% | -3.2% |
| Q2 2020 | $4,729,000 | -64.2% | 60,755 | -60.8% | 0.91% | -13.6% |
| Q1 2020 | $13,208,000 | +50.3% | 155,063 | +65.3% | 1.06% | -4.3% |
| Q4 2019 | $8,789,000 | -27.5% | 93,789 | -31.6% | 1.10% | -46.7% |
| Q3 2019 | $12,128,000 | +0.9% | 137,105 | -0.3% | 2.07% | +0.8% |
| Q2 2019 | $12,014,000 | +3.8% | 137,494 | +1.7% | 2.05% | +8.2% |
| Q1 2019 | $11,579,000 | +15.2% | 135,173 | +4.0% | 1.90% | +0.5% |
| Q4 2018 | $10,050,000 | +20.4% | 129,977 | +35.6% | 1.88% | +33.8% |
| Q3 2018 | $8,346,000 | +3.4% | 95,831 | -1.4% | 1.41% | +3.3% |
| Q2 2018 | $8,071,000 | +4.8% | 97,180 | +4.0% | 1.36% | +3.8% |
| Q1 2018 | $7,705,000 | +10.8% | 93,404 | +15.1% | 1.31% | +8.5% |
| Q4 2017 | $6,951,000 | -26.1% | 81,175 | -30.0% | 1.21% | -28.7% |
| Q3 2017 | $9,407,000 | +2.5% | 116,035 | -1.3% | 1.70% | -2.5% |
| Q2 2017 | $9,176,000 | +1.9% | 117,616 | +1.8% | 1.74% | +1.3% |
| Q1 2017 | $9,002,000 | -13.6% | 115,589 | -15.9% | 1.72% | -18.8% |
| Q4 2016 | $10,414,000 | +5.9% | 137,451 | +0.2% | 2.12% | +2.5% |
| Q3 2016 | $9,833,000 | -17.9% | 137,197 | -19.5% | 2.07% | -21.0% |
| Q2 2016 | $11,983,000 | +1.9% | 170,503 | +0.3% | 2.62% | +2.9% |
| Q1 2016 | $11,765,000 | +3.8% | 170,016 | +1.1% | 2.54% | -2.5% |
| Q4 2015 | $11,337,000 | +19.3% | 168,189 | +9.1% | 2.61% | +12.2% |
| Q3 2015 | $9,500,000 | -7.0% | 154,193 | +1.7% | 2.32% | +4.9% |
| Q2 2015 | $10,214,000 | +12.1% | 151,683 | +14.2% | 2.22% | +9.7% |
| Q1 2015 | $9,108,000 | +32.1% | 132,799 | +34.0% | 2.02% | +41.3% |
| Q4 2014 | $6,895,000 | +36.3% | 99,109 | +56.6% | 1.43% | +30.4% |
| Q3 2014 | $5,060,000 | -13.2% | 63,286 | -28.0% | 1.10% | -14.8% |
| Q2 2014 | $5,827,000 | +6.4% | 87,842 | +0.5% | 1.29% | +14.4% |
| Q1 2014 | $5,475,000 | – | 87,391 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 376,899 | $42,307,000 | 35.47% |
| Coco Enterprises, LLC | 367,256 | $41,500,000 | 31.17% |
| Operose Advisors LLC | 392,467 | $44,054,000 | 30.44% |
| SWISS RE LTD | 1,328,970 | $149,177,000 | 26.23% |
| Benchmark Wealth Management, LLC | 247,216 | $27,750,000 | 18.66% |
| McAlister, Sweet & Associates, Inc. | 137,840 | $15,473,000 | 16.44% |
| CVS HEALTH Corp | 215,000 | $24,134,000 | 16.21% |
| Arlington Partners LLC | 429,648 | $48,228,000 | 13.64% |
| ACT WEALTH MANAGEMENT, LLC | 211,933 | $23,789,000 | 13.53% |
| MARINO, STRAM & ASSOCIATES LLC | 380,341 | $42,693,000 | 13.46% |