VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,583 | -85.1% | 25 | -84.8% | 0.00% | -80.0% |
| Q1 2023 | $17,349 | -17.4% | 164 | -22.6% | 0.01% | +25.0% |
| Q1 2021 | $21,000 | +110.0% | 212 | +89.3% | 0.00% | +100.0% |
| Q4 2020 | $10,000 | +11.1% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +800.0% | 112 | +433.3% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 21 | +5.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | -71.4% | 20 | -75.0% | 0.00% | -66.7% |
| Q3 2018 | $7,000 | -72.0% | 80 | -73.7% | 0.00% | -72.7% |
| Q1 2018 | $25,000 | -60.3% | 304 | -60.8% | 0.01% | -65.6% |
| Q3 2017 | $63,000 | +5.0% | 775 | +0.6% | 0.03% | 0.0% |
| Q2 2017 | $60,000 | +1.7% | 770 | +0.8% | 0.03% | -13.5% |
| Q1 2017 | $59,000 | +3.5% | 764 | +0.8% | 0.04% | -2.6% |
| Q4 2016 | $57,000 | +90.0% | 758 | +82.7% | 0.04% | +81.0% |
| Q3 2016 | $30,000 | +3.4% | 415 | +0.7% | 0.02% | 0.0% |
| Q2 2016 | $29,000 | -63.8% | 412 | -64.5% | 0.02% | -61.1% |
| Q1 2016 | $80,000 | +3.9% | 1,159 | +0.7% | 0.05% | -3.6% |
| Q4 2015 | $77,000 | +8.5% | 1,151 | +0.9% | 0.06% | 0.0% |
| Q3 2015 | $71,000 | +10.9% | 1,141 | +19.1% | 0.06% | +24.4% |
| Q2 2015 | $64,000 | +392.3% | 958 | +396.4% | 0.04% | +350.0% |
| Q2 2014 | $13,000 | +8.3% | 193 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $12,000 | – | 193 | – | 0.01% | – |
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% |