VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $917 | -4.7% | 8,211 | -11.9% | 0.34% | -21.9% |
| Q3 2023 | $962 | -91.9% | 9,315 | -91.7% | 0.43% | -92.5% |
| Q2 2023 | $11,935 | -1.4% | 112,517 | -1.9% | 5.71% | -2.4% |
| Q1 2023 | $12,103 | -2.4% | 114,723 | +0.1% | 5.85% | -7.6% |
| Q4 2022 | $12,396 | -99.9% | 114,556 | -0.2% | 6.33% | +2.1% |
| Q3 2022 | $10,887,000 | -6.4% | 114,744 | +0.4% | 6.20% | +0.5% |
| Q2 2022 | $11,626,000 | -8.2% | 114,320 | +1.3% | 6.17% | +1.5% |
| Q1 2022 | $12,665,000 | -6.1% | 112,829 | -6.2% | 6.08% | -0.9% |
| Q4 2021 | $13,491,000 | +6.6% | 120,340 | -1.8% | 6.14% | -3.7% |
| Q3 2021 | $12,659,000 | -1.1% | 122,486 | +0.3% | 6.37% | -1.3% |
| Q2 2021 | $12,796,000 | +8.8% | 122,130 | +5.0% | 6.46% | +1.7% |
| Q1 2021 | $11,763,000 | +7.8% | 116,367 | -2.4% | 6.35% | +1.6% |
| Q4 2020 | $10,912,000 | +20.0% | 119,244 | +6.2% | 6.25% | +4.6% |
| Q3 2020 | $9,090,000 | -13.7% | 112,317 | -16.0% | 5.97% | -17.0% |
| Q2 2020 | $10,531,000 | -69.8% | 133,679 | -72.9% | 7.20% | -69.6% |
| Q1 2020 | $34,911,000 | +243.3% | 493,445 | +354.8% | 23.70% | +239.9% |
| Q4 2019 | $10,168,000 | +3.4% | 108,507 | -2.1% | 6.97% | -2.1% |
| Q3 2019 | $9,832,000 | +1.7% | 110,811 | +0.2% | 7.12% | -0.9% |
| Q2 2019 | $9,666,000 | +2.1% | 110,622 | +0.1% | 7.19% | +1.6% |
| Q1 2019 | $9,465,000 | +15.8% | 110,497 | +5.4% | 7.07% | +0.3% |
| Q4 2018 | $8,175,000 | -8.0% | 104,815 | +2.7% | 7.05% | +2.7% |
| Q3 2018 | $8,888,000 | +6.8% | 102,053 | +1.8% | 6.86% | +1.4% |
| Q2 2018 | $8,324,000 | +1.6% | 100,224 | +1.0% | 6.77% | -1.4% |
| Q1 2018 | $8,189,000 | -4.6% | 99,277 | -1.0% | 6.87% | -1.5% |
| Q4 2017 | $8,585,000 | +4.2% | 100,257 | -1.4% | 6.98% | -1.6% |
| Q3 2017 | $8,242,000 | +1.2% | 101,669 | -2.4% | 7.09% | +1.2% |
| Q2 2017 | $8,142,000 | -1.5% | 104,173 | -2.1% | 7.00% | -2.2% |
| Q1 2017 | $8,264,000 | -5.1% | 106,429 | -7.4% | 7.16% | -4.1% |
| Q4 2016 | $8,709,000 | +4.7% | 114,939 | -0.7% | 7.47% | +4.5% |
| Q3 2016 | $8,322,000 | +1.5% | 115,709 | +0.9% | 7.15% | -4.5% |
| Q2 2016 | $8,195,000 | +5.8% | 114,674 | +2.2% | 7.49% | +2.4% |
| Q1 2016 | $7,747,000 | +7.8% | 112,206 | +4.3% | 7.32% | +3.5% |
| Q4 2015 | $7,184,000 | +13.2% | 107,621 | +6.2% | 7.07% | +57.9% |
| Q3 2015 | $6,349,000 | +0.7% | 101,340 | +8.2% | 4.48% | -7.7% |
| Q2 2015 | $6,307,000 | – | 93,680 | – | 4.85% | – |
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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% |