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 | $507,508 | -2.6% | 4,912 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $521,016 | +0.5% | 4,912 | 0.0% | 0.07% | -5.5% |
| Q1 2023 | $518,216 | -2.5% | 4,912 | 0.0% | 0.07% | -11.0% |
| Q4 2022 | $531,528 | +14.1% | 4,912 | 0.0% | 0.08% | +2.5% |
| Q3 2022 | $466,000 | -6.8% | 4,912 | 0.0% | 0.08% | -5.9% |
| Q2 2022 | $500,000 | -9.3% | 4,912 | 0.0% | 0.08% | +2.4% |
| Q1 2022 | $551,000 | 0.0% | 4,912 | 0.0% | 0.08% | +3.8% |
| Q4 2021 | $551,000 | +8.5% | 4,912 | 0.0% | 0.08% | -4.8% |
| Q3 2021 | $508,000 | -1.4% | 4,912 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $515,000 | +3.6% | 4,912 | 0.0% | 0.09% | -4.4% |
| Q1 2021 | $497,000 | +10.7% | 4,912 | 0.0% | 0.09% | +7.1% |
| Q4 2020 | $449,000 | +12.8% | 4,912 | 0.0% | 0.08% | +2.4% |
| Q3 2020 | $398,000 | -9.1% | 4,912 | -11.6% | 0.08% | -19.4% |
| Q2 2020 | $438,000 | +219.7% | 5,554 | +187.8% | 0.10% | +186.1% |
| Q1 2020 | $137,000 | -24.3% | 1,930 | 0.0% | 0.04% | -7.7% |
| Q4 2019 | $181,000 | +5.8% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $171,000 | +1.2% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $169,000 | +2.4% | 1,930 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $165,000 | +9.3% | 1,930 | 0.0% | 0.04% | -4.8% |
| Q4 2018 | $151,000 | -10.1% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $168,000 | +5.0% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $160,000 | +0.6% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $159,000 | -3.6% | 1,930 | 0.0% | 0.04% | -6.7% |
| Q4 2017 | $165,000 | +5.8% | 1,930 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $156,000 | +3.3% | 1,930 | 0.0% | 0.04% | -2.2% |
| Q2 2017 | $151,000 | +0.7% | 1,930 | 0.0% | 0.04% | -4.3% |
| Q1 2017 | $150,000 | +2.7% | 1,930 | 0.0% | 0.05% | -11.3% |
| Q4 2016 | $146,000 | +5.0% | 1,930 | 0.0% | 0.05% | +6.0% |
| Q3 2016 | $139,000 | +0.7% | 1,930 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $138,000 | +3.8% | 1,930 | 0.0% | 0.05% | -7.4% |
| Q1 2016 | $133,000 | – | 1,930 | – | 0.05% | – |
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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% |