VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,992 | -4.8% | 12,195 | 0.0% | 0.44% | -16.6% |
| Q1 2023 | $1,286,573 | -3.3% | 12,195 | -0.8% | 0.52% | -16.8% |
| Q4 2022 | $1,330,442 | +16.4% | 12,295 | +2.1% | 0.63% | -18.1% |
| Q3 2022 | $1,143,000 | +0.2% | 12,045 | +7.4% | 0.77% | -33.6% |
| Q2 2022 | $1,141,000 | -12.2% | 11,215 | -3.1% | 1.16% | -3.1% |
| Q1 2022 | $1,300,000 | +7.3% | 11,578 | +7.1% | 1.20% | +14.2% |
| Q4 2021 | $1,212,000 | +9.5% | 10,815 | +0.9% | 1.05% | +2.8% |
| Q3 2021 | $1,107,000 | -89.8% | 10,715 | +3.9% | 1.02% | +13.7% |
| Q2 2021 | $10,807,000 | +926.3% | 10,315 | -1.0% | 0.90% | +15.0% |
| Q1 2021 | $1,053,000 | +11.0% | 10,415 | +0.4% | 0.78% | +5.9% |
| Q4 2020 | $949,000 | +15.3% | 10,372 | +2.0% | 0.74% | +4.9% |
| Q3 2020 | $823,000 | +0.2% | 10,172 | +1844.9% | 0.70% | -3.8% |
| Q2 2020 | $821,000 | -2.6% | 523 | -95.6% | 0.73% | -17.9% |
| Q1 2020 | $843,000 | -25.7% | 11,922 | -1.6% | 0.89% | -10.8% |
| Q4 2019 | $1,135,000 | +7.8% | 12,115 | +2.1% | 1.00% | -1.4% |
| Q3 2019 | $1,053,000 | +7.8% | 11,865 | +3.5% | 1.01% | +1.7% |
| Q2 2019 | $977,000 | +3.7% | 11,465 | +7.2% | 0.99% | +1.0% |
| Q1 2019 | $942,000 | -2.6% | 10,690 | -8.6% | 0.98% | -9.1% |
| Q4 2018 | $967,000 | – | 11,690 | – | 1.08% | – |
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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% |