VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,603,986 | -2.3% | 73,596 | +0.3% | 0.51% | +1.6% |
Q2 2023 | $7,783,514 | +7.9% | 73,380 | +7.3% | 0.51% | +2.2% |
Q1 2023 | $7,211,981 | +4.1% | 68,360 | +6.8% | 0.50% | -5.4% |
Q4 2022 | $6,928,990 | +2.3% | 64,032 | -10.3% | 0.52% | -6.6% |
Q3 2022 | $6,771,000 | -5.8% | 71,373 | +1.0% | 0.56% | -22.9% |
Q2 2022 | $7,187,000 | -10.9% | 70,674 | -1.7% | 0.73% | +4.5% |
Q1 2022 | $8,068,000 | -5.6% | 71,875 | -5.7% | 0.70% | -1.6% |
Q4 2021 | $8,548,000 | +4.7% | 76,251 | -3.5% | 0.71% | +4.7% |
Q3 2021 | $8,165,000 | -2.8% | 79,003 | -1.4% | 0.67% | -20.1% |
Q2 2021 | $8,398,000 | -1.0% | 80,165 | -4.4% | 0.84% | -6.8% |
Q1 2021 | $8,480,000 | -1.5% | 83,889 | -10.8% | 0.91% | -14.6% |
Q4 2020 | $8,605,000 | +2.0% | 94,042 | -9.8% | 1.06% | -11.8% |
Q3 2020 | $8,436,000 | -2.3% | 104,240 | -4.9% | 1.20% | -11.0% |
Q2 2020 | $8,638,000 | +22.4% | 109,647 | +9.9% | 1.35% | -2.8% |
Q1 2020 | $7,056,000 | -25.5% | 99,734 | -1.3% | 1.39% | -8.4% |
Q4 2019 | $9,469,000 | +11.6% | 101,056 | +5.6% | 1.52% | +2.1% |
Q3 2019 | $8,487,000 | +3.9% | 95,653 | +2.3% | 1.49% | +1.5% |
Q2 2019 | $8,169,000 | +2.5% | 93,486 | +0.5% | 1.46% | -13.3% |
Q1 2019 | $7,971,000 | +12.5% | 93,063 | +2.4% | 1.69% | -1.2% |
Q4 2018 | $7,087,000 | -10.2% | 90,873 | +0.2% | 1.71% | +1.5% |
Q3 2018 | $7,895,000 | +8.9% | 90,658 | +3.8% | 1.68% | +3.1% |
Q2 2018 | $7,253,000 | +4.5% | 87,333 | +3.8% | 1.64% | +1.9% |
Q1 2018 | $6,939,000 | +2.8% | 84,120 | +6.7% | 1.60% | +6.3% |
Q4 2017 | $6,749,000 | +19.5% | 78,812 | +13.1% | 1.51% | -18.7% |
Q3 2017 | $5,648,000 | +21.7% | 69,668 | +17.3% | 1.86% | -2.0% |
Q2 2017 | $4,642,000 | -23.0% | 59,394 | -23.5% | 1.90% | -5.9% |
Q1 2017 | $6,028,000 | +12.4% | 77,635 | +9.6% | 2.01% | +0.5% |
Q4 2016 | $5,365,000 | +17.0% | 70,806 | +11.4% | 2.00% | +11.5% |
Q3 2016 | $4,584,000 | +7.1% | 63,548 | +5.0% | 1.80% | +93.7% |
Q2 2016 | $4,279,000 | +212.1% | 60,543 | +205.0% | 0.93% | +52.7% |
Q1 2016 | $1,371,000 | +2536.5% | 19,853 | +2461.7% | 0.61% | +2067.9% |
Q4 2015 | $52,000 | +6.1% | 775 | 0.0% | 0.03% | -3.4% |
Q3 2015 | $49,000 | -5.8% | 775 | 0.0% | 0.03% | -29.3% |
Q2 2015 | $52,000 | -1.9% | 775 | 0.0% | 0.04% | 0.0% |
Q1 2015 | $53,000 | 0.0% | 775 | 0.0% | 0.04% | -2.4% |
Q4 2014 | $53,000 | +3.9% | 775 | 0.0% | 0.04% | -2.3% |
Q3 2014 | $51,000 | -22.7% | 775 | -22.5% | 0.04% | -21.8% |
Q2 2014 | $66,000 | +4.8% | 1,000 | 0.0% | 0.06% | +3.8% |
Q1 2014 | $63,000 | – | 1,000 | – | 0.05% | – |
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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% |