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 | $51,212,482 | -4.6% | 495,669 | -2.1% | 3.21% | -2.6% |
| Q2 2023 | $53,687,335 | -1.0% | 506,150 | -1.5% | 3.30% | -5.0% |
| Q1 2023 | $54,210,815 | -2.7% | 513,847 | -0.2% | 3.47% | -7.8% |
| Q4 2022 | $55,706,034 | +13.3% | 514,796 | -0.7% | 3.76% | +4.4% |
| Q3 2022 | $49,181,000 | -6.6% | 518,351 | +0.1% | 3.60% | -1.9% |
| Q2 2022 | $52,648,000 | -9.7% | 517,681 | -0.4% | 3.67% | +8.7% |
| Q1 2022 | $58,324,000 | -1.6% | 519,587 | -1.7% | 3.38% | -5.5% |
| Q4 2021 | $59,263,000 | +5.6% | 528,616 | -2.6% | 3.58% | -4.5% |
| Q3 2021 | $56,117,000 | -3.5% | 542,981 | -2.2% | 3.74% | -4.3% |
| Q2 2021 | $58,155,000 | +3.2% | 555,077 | -0.4% | 3.92% | -9.1% |
| Q1 2021 | $56,326,000 | +9.9% | 557,182 | -0.5% | 4.30% | +1.4% |
| Q4 2020 | $51,249,000 | +9.9% | 560,036 | -2.8% | 4.25% | +0.8% |
| Q3 2020 | $46,620,000 | -3.4% | 576,058 | -6.0% | 4.21% | -9.2% |
| Q2 2020 | $48,284,000 | +8.0% | 612,902 | -3.0% | 4.64% | -8.5% |
| Q1 2020 | $44,712,000 | -25.7% | 631,983 | -1.6% | 5.07% | -5.8% |
| Q4 2019 | $60,194,000 | +4.5% | 642,343 | -1.0% | 5.38% | -8.4% |
| Q3 2019 | $57,588,000 | +1.1% | 649,050 | -0.5% | 5.87% | +0.4% |
| Q2 2019 | $56,983,000 | +1.2% | 652,134 | -0.8% | 5.84% | -6.5% |
| Q1 2019 | $56,317,000 | +10.0% | 657,449 | +0.2% | 6.25% | -12.3% |
| Q4 2018 | $51,193,000 | +39.2% | 656,409 | +55.5% | 7.13% | -29.4% |
| Q3 2018 | $36,769,000 | +63.5% | 422,204 | +56.0% | 10.10% | +45.8% |
| Q2 2018 | $22,482,000 | +7.8% | 270,701 | +7.1% | 6.92% | -1.2% |
| Q1 2018 | $20,851,000 | -4.7% | 252,772 | -1.0% | 7.01% | -3.6% |
| Q4 2017 | $21,870,000 | +11.2% | 255,408 | +5.3% | 7.27% | +0.9% |
| Q3 2017 | $19,660,000 | +10.1% | 242,507 | +6.2% | 7.20% | +2.4% |
| Q2 2017 | $17,849,000 | +5.1% | 228,371 | +4.4% | 7.03% | -0.8% |
| Q1 2017 | $16,986,000 | +8.6% | 218,758 | +6.0% | 7.09% | +1.6% |
| Q4 2016 | $15,637,000 | +34.4% | 206,371 | +28.0% | 6.98% | +42.2% |
| Q3 2016 | $11,631,000 | +27.5% | 161,245 | +26.4% | 4.91% | +21.1% |
| Q2 2016 | $9,119,000 | +135.5% | 127,606 | +127.5% | 4.06% | +99.7% |
| Q1 2016 | $3,873,000 | +30.6% | 56,092 | +26.3% | 2.03% | +32.0% |
| Q4 2015 | $2,965,000 | +15.0% | 44,414 | +7.9% | 1.54% | +17.5% |
| Q3 2015 | $2,579,000 | -3.0% | 41,164 | +4.2% | 1.31% | +10.0% |
| Q2 2015 | $2,660,000 | +26.0% | 39,514 | +27.8% | 1.19% | +24.1% |
| Q1 2015 | $2,111,000 | +74.0% | 30,909 | +75.2% | 0.96% | +50.2% |
| Q4 2014 | $1,213,000 | +30.0% | 17,640 | +25.5% | 0.64% | +24.8% |
| Q3 2014 | $933,000 | -0.1% | 14,055 | -0.2% | 0.51% | -3.2% |
| Q2 2014 | $934,000 | +98.3% | 14,085 | +88.6% | 0.53% | +91.0% |
| Q1 2014 | $471,000 | +8.8% | 7,470 | +7.5% | 0.28% | -4.5% |
| Q4 2013 | $433,000 | – | 6,950 | – | 0.29% | – |
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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% |