VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $790,897 | +12.0% | 7,655 | +14.9% | 0.04% | +10.5% |
Q2 2023 | $706,426 | +5.2% | 6,660 | +4.6% | 0.04% | 0.0% |
Q1 2023 | $671,508 | -2.5% | 6,365 | 0.0% | 0.04% | -7.3% |
Q4 2022 | $688,757 | +14.0% | 6,365 | 0.0% | 0.04% | +2.5% |
Q3 2022 | $604,000 | -6.6% | 6,365 | 0.0% | 0.04% | -2.4% |
Q2 2022 | $647,000 | -9.4% | 6,365 | 0.0% | 0.04% | -10.9% |
Q1 2022 | $714,000 | 0.0% | 6,365 | 0.0% | 0.05% | +2.2% |
Q4 2021 | $714,000 | +8.5% | 6,365 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $658,000 | -1.6% | 6,365 | -0.3% | 0.04% | -13.5% |
Q2 2021 | $669,000 | +4.0% | 6,384 | +0.3% | 0.05% | -63.4% |
Q1 2021 | $643,000 | +7.2% | 6,365 | -2.9% | 0.14% | -4.1% |
Q4 2020 | $600,000 | +22.4% | 6,552 | +8.2% | 0.15% | -0.7% |
Q3 2020 | $490,000 | +6.3% | 6,057 | +3.4% | 0.15% | +7.2% |
Q2 2020 | $461,000 | +11.4% | 5,857 | 0.0% | 0.14% | -13.1% |
Q1 2020 | $414,000 | -3.9% | 5,857 | +27.2% | 0.16% | +21.2% |
Q4 2019 | $431,000 | +5.4% | 4,604 | 0.0% | 0.13% | -15.4% |
Q3 2019 | $409,000 | +1.7% | 4,604 | 0.0% | 0.16% | -1.9% |
Q2 2019 | $402,000 | +2.0% | 4,604 | 0.0% | 0.16% | +6.7% |
Q1 2019 | $394,000 | +9.7% | 4,604 | 0.0% | 0.15% | -8.6% |
Q4 2018 | $359,000 | -13.3% | 4,604 | -3.2% | 0.16% | 0.0% |
Q3 2018 | $414,000 | +4.8% | 4,754 | 0.0% | 0.16% | +3.2% |
Q2 2018 | $395,000 | +0.8% | 4,754 | 0.0% | 0.16% | +26.4% |
Q1 2018 | $392,000 | -3.7% | 4,754 | 0.0% | 0.12% | -6.0% |
Q4 2017 | $407,000 | +5.7% | 4,754 | 0.0% | 0.13% | +16.7% |
Q3 2017 | $385,000 | +3.5% | 4,754 | 0.0% | 0.11% | +2.7% |
Q2 2017 | $372,000 | – | 4,754 | – | 0.11% | – |
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% |