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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,969 | -6.4% | 19,062 | -3.9% | 0.01% | -14.3% |
| Q2 2023 | $2,104 | +1.0% | 19,838 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $2,084 | +7.9% | 19,751 | +10.6% | 0.01% | 0.0% |
| Q4 2022 | $1,932 | -99.9% | 17,852 | +13.5% | 0.01% | +16.7% |
| Q3 2022 | $1,599,000 | 0.0% | 15,726 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,599,000 | +8.0% | 15,726 | +19.2% | 0.01% | +20.0% |
| Q1 2022 | $1,481,000 | +13.5% | 13,197 | +13.4% | 0.01% | +25.0% |
| Q4 2021 | $1,305,000 | +43.4% | 11,642 | +32.2% | 0.00% | +33.3% |
| Q3 2021 | $910,000 | -0.8% | 8,806 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $917,000 | +6.5% | 8,756 | +2.8% | 0.00% | 0.0% |
| Q1 2021 | $861,000 | +7.1% | 8,521 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $804,000 | +12.0% | 8,787 | -0.9% | 0.00% | -25.0% |
| Q3 2020 | $718,000 | +3.0% | 8,868 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $697,000 | +2.5% | 8,846 | -7.9% | 0.00% | 0.0% |
| Q1 2020 | $680,000 | -14.4% | 9,606 | +13.3% | 0.00% | 0.0% |
| Q4 2019 | $794,000 | +10.6% | 8,476 | +3.2% | 0.00% | 0.0% |
| Q3 2019 | $718,000 | 0.0% | 8,212 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $718,000 | +2.1% | 8,212 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $703,000 | +10.5% | 8,206 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $636,000 | -10.2% | 8,153 | +0.2% | 0.00% | -20.0% |
| Q3 2018 | $708,000 | +4.6% | 8,133 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $677,000 | +0.3% | 8,156 | -0.1% | 0.01% | 0.0% |
| Q1 2018 | $675,000 | -3.4% | 8,166 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $699,000 | +5.1% | 8,166 | -0.4% | 0.01% | 0.0% |
| Q3 2017 | $665,000 | +3.4% | 8,201 | -0.3% | 0.01% | -14.3% |
| Q2 2017 | $643,000 | +0.5% | 8,226 | -0.1% | 0.01% | -12.5% |
| Q1 2017 | $640,000 | +2.4% | 8,237 | -0.2% | 0.01% | -11.1% |
| Q4 2016 | $625,000 | +4.9% | 8,252 | -0.0% | 0.01% | -10.0% |
| Q3 2016 | $596,000 | +1.5% | 8,255 | +0.5% | 0.01% | -16.7% |
| Q2 2016 | $587,000 | – | 8,210 | – | 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% |