VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,138,062 | +89074.8% | 30,372 | -8.5% | 0.70% | -9.5% |
| Q2 2023 | $3,519 | +0.9% | 33,176 | +0.8% | 0.77% | +4.2% |
| Q1 2023 | $3,486 | -52.7% | 32,916 | -51.6% | 0.74% | -55.7% |
| Q4 2022 | $7,363 | -99.9% | 68,043 | +0.2% | 1.66% | +1.4% |
| Q3 2022 | $7,072,000 | +1.2% | 67,912 | -0.1% | 1.64% | +4.3% |
| Q2 2022 | $6,989,000 | +16.0% | 67,966 | +26.6% | 1.57% | +36.1% |
| Q1 2022 | $6,027,000 | +1.0% | 53,689 | +1.3% | 1.16% | +0.9% |
| Q4 2021 | $5,970,000 | +11.3% | 52,981 | +2.1% | 1.15% | +13.8% |
| Q3 2021 | $5,363,000 | -31.2% | 51,893 | -30.3% | 1.01% | -39.8% |
| Q2 2021 | $7,793,000 | +4.9% | 74,476 | +1.7% | 1.67% | +3.6% |
| Q1 2021 | $7,430,000 | +12.4% | 73,232 | +1.2% | 1.62% | +5.5% |
| Q4 2020 | $6,609,000 | +17.0% | 72,377 | +3.7% | 1.53% | -7.0% |
| Q3 2020 | $5,649,000 | +809.7% | 69,787 | +811.1% | 1.65% | +800.0% |
| Q2 2020 | $621,000 | +62.6% | 7,660 | +89.1% | 0.18% | +52.5% |
| Q4 2019 | $382,000 | +7.0% | 4,050 | 0.0% | 0.12% | -63.6% |
| Q3 2019 | $357,000 | +0.3% | 4,050 | 0.0% | 0.33% | +170.5% |
| Q2 2019 | $356,000 | +8.2% | 4,050 | -0.2% | 0.12% | -12.2% |
| Q3 2017 | $329,000 | +3.8% | 4,058 | 0.0% | 0.14% | -10.9% |
| Q2 2017 | $317,000 | +0.6% | 4,058 | 0.0% | 0.16% | +13.9% |
| Q1 2017 | $315,000 | – | 4,058 | – | 0.14% | – |
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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% |