VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,418,379 | +5.2% | 13,728 | +10.2% | 0.32% | -2.5% |
| Q2 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.32% | -1.2% |
| Q1 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.33% | +0.3% |
| Q4 2022 | $1,348,031 | +6.4% | 12,458 | -1.3% | 0.33% | -0.3% |
| Q3 2022 | $1,267,000 | -1.2% | 12,621 | +1.7% | 0.33% | +1.9% |
| Q2 2022 | $1,282,000 | -2.0% | 12,414 | +6.5% | 0.32% | +7.0% |
| Q1 2022 | $1,308,000 | +6.2% | 11,655 | +6.1% | 0.30% | +1.7% |
| Q4 2021 | $1,232,000 | +37.8% | 10,988 | +27.1% | 0.30% | +25.0% |
| Q3 2021 | $894,000 | +22.8% | 8,645 | +24.5% | 0.24% | +23.6% |
| Q2 2021 | $728,000 | -12.4% | 6,946 | -15.5% | 0.19% | -20.4% |
| Q1 2021 | $831,000 | +29.4% | 8,218 | +17.1% | 0.24% | +17.6% |
| Q4 2020 | $642,000 | +23.9% | 7,020 | +9.6% | 0.20% | +102.0% |
| Q3 2020 | $518,000 | +13.1% | 6,404 | +10.0% | 0.10% | -41.6% |
| Q2 2020 | $458,000 | +252.3% | 5,820 | +216.5% | 0.17% | +174.6% |
| Q1 2020 | $130,000 | -9.7% | 1,839 | +19.7% | 0.06% | +8.6% |
| Q4 2019 | $144,000 | -12.7% | 1,536 | -17.6% | 0.06% | +3.6% |
| Q3 2019 | $165,000 | +1.2% | 1,863 | 0.0% | 0.06% | -13.8% |
| Q2 2019 | $163,000 | +1.9% | 1,863 | 0.0% | 0.06% | -3.0% |
| Q1 2019 | $160,000 | +9.6% | 1,863 | -0.5% | 0.07% | -6.9% |
| Q4 2018 | $146,000 | – | 1,873 | – | 0.07% | – |
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% |