VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,602 | -99.9% | 14,801 | -3.1% | 0.16% | +1.9% |
| Q3 2022 | $1,449,000 | -4.8% | 15,271 | +2.0% | 0.16% | 0.0% |
| Q2 2022 | $1,522,000 | -10.2% | 14,968 | -0.9% | 0.16% | +10.7% |
| Q1 2022 | $1,695,000 | +2.8% | 15,104 | +2.7% | 0.14% | +10.2% |
| Q4 2021 | $1,649,000 | +24.5% | 14,708 | +14.8% | 0.13% | -47.7% |
| Q3 2021 | $1,324,000 | -1.4% | 12,813 | -0.0% | 0.24% | +39.7% |
| Q2 2021 | $1,343,000 | +22.6% | 12,819 | +18.3% | 0.17% | +4.8% |
| Q1 2021 | $1,095,000 | +9.0% | 10,836 | -1.4% | 0.17% | +12.2% |
| Q4 2020 | $1,005,000 | +44.8% | 10,985 | +28.0% | 0.15% | +28.7% |
| Q3 2020 | $694,000 | +13.0% | 8,579 | +10.1% | 0.12% | +2.7% |
| Q2 2020 | $614,000 | +11.4% | 7,792 | +0.1% | 0.11% | -11.8% |
| Q1 2020 | $551,000 | -36.3% | 7,784 | -15.7% | 0.13% | -12.4% |
| Q4 2019 | $865,000 | +5.1% | 9,234 | -0.4% | 0.14% | +2.8% |
| Q3 2019 | $823,000 | +8.3% | 9,275 | +6.7% | 0.14% | -15.6% |
| Q2 2019 | $760,000 | -3.7% | 8,696 | -5.6% | 0.17% | -13.9% |
| Q1 2019 | $789,000 | +21.8% | 9,209 | +10.7% | 0.19% | +1.6% |
| Q4 2018 | $648,000 | -31.7% | 8,321 | -23.7% | 0.19% | -18.0% |
| Q3 2018 | $949,000 | -10.6% | 10,905 | -14.7% | 0.23% | -17.7% |
| Q2 2018 | $1,062,000 | +25.5% | 12,791 | +24.6% | 0.28% | +8.0% |
| Q1 2018 | $846,000 | -35.8% | 10,266 | -33.3% | 0.26% | -30.9% |
| Q4 2017 | $1,317,000 | +3.9% | 15,381 | -1.7% | 0.38% | -10.8% |
| Q3 2017 | $1,268,000 | +3.9% | 15,649 | +0.2% | 0.42% | -2.1% |
| Q2 2017 | $1,220,000 | +0.7% | 15,616 | +0.0% | 0.43% | -7.3% |
| Q1 2017 | $1,212,000 | +68.3% | 15,609 | +64.1% | 0.47% | +46.7% |
| Q4 2016 | $720,000 | +11.8% | 9,513 | +6.5% | 0.32% | +4.6% |
| Q3 2016 | $644,000 | +0.9% | 8,932 | +0.1% | 0.30% | -0.3% |
| Q2 2016 | $638,000 | +5.6% | 8,925 | +2.0% | 0.31% | +1.0% |
| Q1 2016 | $604,000 | +53.7% | 8,748 | +48.4% | 0.30% | +49.3% |
| Q4 2015 | $393,000 | – | 5,893 | – | 0.20% | – |
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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% |