VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,167,619 | -2.6% | 11,301 | 0.0% | 0.29% | +1.0% |
Q2 2023 | $1,198,697 | +25.1% | 11,301 | +24.4% | 0.29% | +21.8% |
Q1 2023 | $958,046 | +10.5% | 9,081 | +13.3% | 0.24% | -2.5% |
Q4 2022 | $867,303 | +14.1% | 8,015 | 0.0% | 0.24% | +5.2% |
Q3 2022 | $760,000 | -6.7% | 8,015 | 0.0% | 0.23% | +2.2% |
Q2 2022 | $815,000 | +12.7% | 8,015 | +24.5% | 0.23% | -0.9% |
Q1 2022 | $723,000 | -7.4% | 6,437 | -29.4% | 0.23% | -63.7% |
Q4 2017 | $781,000 | +9.5% | 9,120 | 0.0% | 0.63% | +1.0% |
Q2 2017 | $713,000 | +0.7% | 9,120 | 0.0% | 0.62% | -4.6% |
Q1 2017 | $708,000 | -4.8% | 9,120 | -7.1% | 0.66% | -1.2% |
Q4 2016 | $744,000 | +13.1% | 9,820 | +7.7% | 0.66% | -9.5% |
Q3 2016 | $658,000 | +0.9% | 9,120 | 0.0% | 0.73% | +2.7% |
Q2 2016 | $652,000 | +3.5% | 9,120 | 0.0% | 0.71% | -15.3% |
Q1 2016 | $630,000 | +3.4% | 9,120 | 0.0% | 0.84% | +8.2% |
Q4 2015 | $609,000 | +6.7% | 9,120 | 0.0% | 0.78% | -7.8% |
Q3 2015 | $571,000 | -7.0% | 9,120 | 0.0% | 0.84% | +7.4% |
Q2 2015 | $614,000 | -1.4% | 9,120 | 0.0% | 0.79% | -5.3% |
Q1 2015 | $623,000 | -0.6% | 9,120 | 0.0% | 0.83% | -2.5% |
Q4 2014 | $627,000 | +3.5% | 9,120 | 0.0% | 0.85% | +20.5% |
Q3 2014 | $606,000 | +0.2% | 9,120 | 0.0% | 0.71% | +19.0% |
Q2 2014 | $605,000 | +5.0% | 9,120 | 0.0% | 0.59% | +18.8% |
Q1 2014 | $576,000 | +1.4% | 9,120 | 0.0% | 0.50% | -8.3% |
Q4 2013 | $568,000 | – | 9,120 | – | 0.54% | – |
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% |