VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,818,405 | -2.4% | 36,957 | +0.2% | 0.76% | -4.9% |
| Q2 2023 | $3,910,300 | +0.9% | 36,865 | +0.4% | 0.79% | -0.8% |
| Q1 2023 | $3,875,509 | -0.1% | 36,735 | +2.4% | 0.80% | -2.6% |
| Q4 2022 | $3,880,766 | +15.2% | 35,863 | +1.0% | 0.82% | -3.0% |
| Q3 2022 | $3,369,000 | +2.3% | 35,506 | +9.7% | 0.85% | +9.6% |
| Q2 2022 | $3,293,000 | +4.9% | 32,381 | +15.8% | 0.77% | +24.7% |
| Q1 2022 | $3,139,000 | +14.7% | 27,965 | +14.6% | 0.62% | +20.9% |
| Q4 2021 | $2,736,000 | +6.4% | 24,405 | -1.9% | 0.51% | -2.8% |
| Q3 2021 | $2,572,000 | -0.1% | 24,886 | +1.3% | 0.53% | 0.0% |
| Q2 2021 | $2,574,000 | +4.2% | 24,571 | +0.6% | 0.53% | -1.3% |
| Q1 2021 | $2,470,000 | +10.3% | 24,435 | -0.2% | 0.53% | -3.6% |
| Q4 2020 | $2,240,000 | +111900.0% | 24,474 | +0.6% | 0.55% | -16.9% |
| Q3 2020 | $2,000 | -99.9% | 24,339 | +11.6% | 0.67% | +31.3% |
| Q2 2020 | $1,718,000 | -34.8% | 21,805 | -41.4% | 0.51% | -46.3% |
| Q1 2020 | $2,633,000 | -21.2% | 37,220 | +5.1% | 0.95% | -1.1% |
| Q4 2019 | $3,341,000 | +83.2% | 35,407 | +72.2% | 0.96% | +31.6% |
| Q3 2019 | $1,824,000 | – | 20,556 | – | 0.73% | – |
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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% |