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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,674 | -1.9% | 7,159 | +0.8% | 0.05% | +2.0% |
| Q2 2023 | $753,621 | +6.2% | 7,105 | +5.7% | 0.05% | +4.2% |
| Q1 2023 | $709,338 | -7.0% | 6,724 | -4.6% | 0.05% | -11.1% |
| Q4 2022 | $762,900 | -8.1% | 7,050 | -19.4% | 0.05% | -11.5% |
| Q3 2022 | $830,000 | -21.3% | 8,747 | -15.6% | 0.06% | -20.8% |
| Q2 2022 | $1,054,000 | -2.4% | 10,360 | +7.7% | 0.08% | +5.5% |
| Q1 2022 | $1,080,000 | +24.0% | 9,619 | +23.8% | 0.07% | +4.3% |
| Q4 2021 | $871,000 | +5.4% | 7,770 | -2.8% | 0.07% | -2.8% |
| Q3 2021 | $826,000 | -13.1% | 7,993 | -12.0% | 0.07% | -14.3% |
| Q2 2021 | $951,000 | +11.0% | 9,081 | +7.1% | 0.08% | -1.2% |
| Q1 2021 | $857,000 | +282.6% | 8,480 | +246.3% | 0.08% | +226.9% |
| Q4 2020 | $224,000 | -40.9% | 2,449 | -39.5% | 0.03% | -48.0% |
| Q4 2019 | $379,000 | -8.0% | 4,048 | -12.8% | 0.05% | -19.4% |
| Q3 2019 | $412,000 | +8.4% | 4,642 | +6.8% | 0.06% | +3.3% |
| Q2 2019 | $380,000 | +45.6% | 4,345 | +42.6% | 0.06% | +1.7% |
| Q1 2019 | $261,000 | +9.7% | 3,047 | 0.0% | 0.06% | -13.2% |
| Q4 2018 | $238,000 | -10.2% | 3,047 | 0.0% | 0.07% | -1.4% |
| Q3 2018 | $265,000 | -58.9% | 3,047 | -65.9% | 0.07% | -70.6% |
| Q3 2016 | $644,000 | +1.3% | 8,925 | +0.3% | 0.24% | -0.8% |
| Q2 2016 | $636,000 | +5.3% | 8,899 | +1.8% | 0.24% | -4.0% |
| Q1 2016 | $604,000 | – | 8,743 | – | 0.25% | – |
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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% |