VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,809,746 | -2.7% | 17,516 | -0.1% | 0.35% | +13.6% |
| Q2 2023 | $1,859,506 | +1.4% | 17,531 | +0.8% | 0.31% | -6.9% |
| Q1 2023 | $1,834,329 | -2.9% | 17,387 | -0.4% | 0.33% | -2.1% |
| Q4 2022 | $1,889,130 | +2452.9% | 17,458 | +2060.6% | 0.34% | +2981.8% |
| Q4 2020 | $74,000 | +15.6% | 808 | +2.5% | 0.01% | -8.3% |
| Q3 2020 | $64,000 | -26.4% | 788 | -28.4% | 0.01% | -33.3% |
| Q2 2020 | $87,000 | +61.1% | 1,100 | +45.1% | 0.02% | +28.6% |
| Q1 2020 | $54,000 | -23.9% | 758 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $71,000 | -35.5% | 758 | -39.0% | 0.02% | -34.8% |
| Q3 2019 | $110,000 | -10.6% | 1,242 | -11.7% | 0.02% | -11.5% |
| Q2 2019 | $123,000 | -10.2% | 1,406 | -11.9% | 0.03% | -27.8% |
| Q1 2019 | $137,000 | -5.5% | 1,596 | -14.1% | 0.04% | -14.3% |
| Q4 2018 | $145,000 | -33.8% | 1,858 | -26.3% | 0.04% | -22.2% |
| Q3 2018 | $219,000 | -42.5% | 2,520 | -45.0% | 0.05% | -47.6% |
| Q2 2018 | $381,000 | +115.3% | 4,582 | +113.3% | 0.10% | +114.6% |
| Q1 2018 | $177,000 | -34.4% | 2,148 | -31.8% | 0.05% | -32.4% |
| Q4 2017 | $270,000 | +400.0% | 3,148 | +374.8% | 0.07% | +373.3% |
| Q3 2017 | $54,000 | +3.8% | 663 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $52,000 | +2.0% | 663 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $51,000 | +2.0% | 663 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $50,000 | +127.3% | 663 | +121.0% | 0.02% | +128.6% |
| Q3 2016 | $22,000 | +144.4% | 300 | +125.6% | 0.01% | +40.0% |
| Q2 2015 | $9,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $9,000 | – | 133 | – | 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% |