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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $819,382 | -15.0% | 7,931 | -12.8% | 0.09% | -1.1% |
Q2 2023 | $964,546 | +9.1% | 9,093 | +8.5% | 0.09% | +4.8% |
Q1 2023 | $884,090 | -2.5% | 8,380 | 0.0% | 0.08% | -18.6% |
Q4 2022 | $906,800 | +14.9% | 8,380 | +0.7% | 0.10% | -1.0% |
Q3 2022 | $789,000 | -2.5% | 8,320 | +4.7% | 0.10% | -14.2% |
Q2 2022 | $809,000 | -9.3% | 7,950 | 0.0% | 0.12% | +20.0% |
Q1 2022 | $892,000 | +0.1% | 7,950 | 0.0% | 0.10% | +7.5% |
Q4 2021 | $891,000 | +8.4% | 7,950 | 0.0% | 0.09% | -1.1% |
Q3 2021 | $822,000 | -4.0% | 7,950 | -2.7% | 0.09% | -10.5% |
Q2 2021 | $856,000 | +49.4% | 8,167 | +44.1% | 0.10% | -8.7% |
Q1 2021 | $573,000 | +1.8% | 5,667 | -7.9% | 0.12% | -2.5% |
Q4 2020 | $563,000 | -21.7% | 6,155 | -30.7% | 0.12% | +1.7% |
Q3 2020 | $719,000 | +2.7% | 8,885 | +0.0% | 0.12% | -3.3% |
Q2 2020 | $700,000 | +11.5% | 8,883 | 0.0% | 0.12% | -10.4% |
Q1 2020 | $628,000 | -25.1% | 8,883 | -0.7% | 0.13% | +0.8% |
Q4 2019 | $838,000 | +5.7% | 8,942 | 0.0% | 0.13% | -5.7% |
Q3 2019 | $793,000 | -8.2% | 8,942 | -9.5% | 0.14% | +11.0% |
Q2 2019 | $864,000 | +24.9% | 9,878 | +22.3% | 0.13% | -1.6% |
Q1 2019 | $692,000 | +9.8% | 8,080 | 0.0% | 0.13% | -0.8% |
Q4 2018 | $630,000 | -10.5% | 8,080 | 0.0% | 0.13% | +6.6% |
Q3 2018 | $704,000 | +4.9% | 8,080 | 0.0% | 0.12% | +0.8% |
Q2 2018 | $671,000 | +0.6% | 8,080 | 0.0% | 0.12% | -4.7% |
Q1 2018 | $667,000 | -3.6% | 8,080 | 0.0% | 0.13% | -0.8% |
Q4 2017 | $692,000 | +3.6% | 8,080 | -2.0% | 0.13% | -45.1% |
Q3 2017 | $668,000 | -28.2% | 8,242 | -31.2% | 0.23% | -33.0% |
Q1 2017 | $930,000 | +37.0% | 11,980 | +33.7% | 0.35% | +29.4% |
Q4 2016 | $679,000 | -7.4% | 8,960 | -11.8% | 0.27% | -14.6% |
Q3 2016 | $733,000 | +1.0% | 10,160 | 0.0% | 0.32% | +3.3% |
Q2 2016 | $726,000 | – | 10,160 | – | 0.30% | – |
Download |
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% |