VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,198 | +15.0% | 85 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 84 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | +14.3% | 83 | +25.8% | 0.01% | +25.0% |
| Q1 2022 | $7,000 | +16.7% | 66 | +20.0% | 0.00% | +33.3% |
| Q4 2021 | $6,000 | +20.0% | 55 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | – | 51 | +5000.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $42,000 | -76.9% | 600 | -70.8% | 0.04% | -60.0% |
| Q3 2019 | $182,000 | +10.3% | 2,052 | +8.9% | 0.11% | +22.2% |
| Q2 2019 | $165,000 | +2.5% | 1,885 | 0.0% | 0.09% | +5.9% |
| Q1 2019 | $161,000 | +9.5% | 1,885 | +0.1% | 0.08% | +13.3% |
| Q4 2018 | $147,000 | -12.5% | 1,884 | -2.5% | 0.08% | -2.6% |
| Q3 2018 | $168,000 | +5.0% | 1,932 | 0.0% | 0.08% | -2.5% |
| Q2 2018 | $160,000 | +0.6% | 1,932 | +0.1% | 0.08% | +1.3% |
| Q1 2018 | $159,000 | -3.6% | 1,930 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $165,000 | +5.8% | 1,930 | +0.1% | 0.08% | -3.7% |
| Q3 2017 | $156,000 | +3.3% | 1,929 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $151,000 | +1.3% | 1,929 | +0.1% | 0.08% | +1.2% |
| Q1 2017 | $149,000 | +52.0% | 1,928 | +49.0% | 0.08% | +35.0% |
| Q4 2016 | $98,000 | +6.5% | 1,294 | +0.1% | 0.06% | +5.3% |
| Q3 2016 | $92,000 | 0.0% | 1,293 | +0.1% | 0.06% | 0.0% |
| Q2 2016 | $92,000 | – | 1,292 | – | 0.06% | – |
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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% |