VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,015 | -44.1% | 155 | -43.0% | 0.01% | -37.5% |
| Q1 2023 | $28,644 | -2.5% | 272 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,379 | +13.0% | 272 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $26,000 | -7.1% | 272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -6.7% | 272 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 272 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $30,000 | -46.4% | 272 | -49.9% | 0.01% | -53.8% |
| Q3 2021 | $56,000 | -1.8% | 543 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | -48.2% | 543 | -50.0% | 0.01% | -51.9% |
| Q1 2021 | $110,000 | +11.1% | 1,086 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $99,000 | +12.5% | 1,086 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $88,000 | +2.3% | 1,086 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $86,000 | +11.7% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $77,000 | -24.5% | 1,086 | 0.0% | 0.03% | -7.1% |
| Q4 2019 | $102,000 | +6.2% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $96,000 | +1.1% | 1,086 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $95,000 | +2.2% | 1,086 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $93,000 | +9.4% | 1,086 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $85,000 | -10.5% | 1,086 | 0.0% | 0.03% | -9.1% |
| Q3 2018 | $95,000 | +5.6% | 1,086 | 0.0% | 0.03% | -5.7% |
| Q2 2018 | $90,000 | 0.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $90,000 | -3.2% | 1,086 | 0.0% | 0.04% | -5.4% |
| Q4 2017 | $93,000 | +5.7% | 1,086 | 0.0% | 0.04% | +2.8% |
| Q3 2017 | $88,000 | +3.5% | 1,086 | 0.0% | 0.04% | -2.7% |
| Q2 2017 | $85,000 | +1.2% | 1,086 | 0.0% | 0.04% | -5.1% |
| Q1 2017 | $84,000 | +2.4% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q4 2016 | $82,000 | +5.1% | 1,086 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $78,000 | 0.0% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $78,000 | +4.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $75,000 | +4.2% | 1,086 | 0.0% | 0.04% | -2.4% |
| Q4 2015 | $72,000 | +5.9% | 1,086 | 0.0% | 0.04% | +5.1% |
| Q3 2015 | $68,000 | -6.8% | 1,086 | 0.0% | 0.04% | -7.1% |
| Q2 2015 | $73,000 | – | 1,086 | – | 0.04% | – |
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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% |