VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $61,000 | -24.7% | 869 | +0.8% | 0.05% | -7.5% |
| Q4 2019 | $81,000 | +6.6% | 862 | +0.8% | 0.05% | -5.4% |
| Q3 2019 | $76,000 | +2.7% | 855 | +0.8% | 0.06% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 848 | +0.7% | 0.06% | -1.8% |
| Q1 2019 | $72,000 | -64.0% | 842 | -67.1% | 0.06% | -68.5% |
| Q4 2018 | $200,000 | +177.8% | 2,561 | +211.2% | 0.18% | +262.0% |
| Q3 2018 | $72,000 | -94.7% | 823 | -94.9% | 0.05% | -94.9% |
| Q2 2018 | $1,346,000 | -39.3% | 16,204 | -39.7% | 0.99% | -41.0% |
| Q1 2018 | $2,216,000 | +0.3% | 26,867 | +4.2% | 1.68% | +3.3% |
| Q4 2017 | $2,209,000 | +9.8% | 25,793 | +3.9% | 1.62% | +6.9% |
| Q3 2017 | $2,012,000 | +4.4% | 24,816 | +0.6% | 1.52% | -4.3% |
| Q2 2017 | $1,927,000 | +2.2% | 24,661 | +1.5% | 1.59% | +4.1% |
| Q1 2017 | $1,886,000 | +4.4% | 24,295 | +1.9% | 1.52% | -5.3% |
| Q4 2016 | $1,806,000 | +11.6% | 23,834 | +6.2% | 1.61% | +8.8% |
| Q3 2016 | $1,619,000 | +5.5% | 22,447 | +4.6% | 1.48% | -10.2% |
| Q2 2016 | $1,534,000 | -9.9% | 21,470 | -13.0% | 1.65% | +1.3% |
| Q1 2016 | $1,703,000 | -16.3% | 24,670 | -19.0% | 1.63% | -12.5% |
| Q4 2015 | $2,034,000 | – | 30,469 | – | 1.86% | – |
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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% |