VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $736,981 | +20.0% | 7,133 | +23.2% | 0.02% | +17.6% |
Q2 2023 | $614,357 | +4.2% | 5,792 | +3.6% | 0.02% | -5.6% |
Q1 2023 | $589,850 | -20.4% | 5,591 | -18.3% | 0.02% | -28.0% |
Q4 2022 | $740,805 | +14.0% | 6,846 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $650,000 | -1.8% | 6,846 | +5.2% | 0.02% | +4.2% |
Q2 2022 | $662,000 | -9.6% | 6,506 | -0.2% | 0.02% | 0.0% |
Q1 2022 | $732,000 | -11.1% | 6,518 | -11.2% | 0.02% | -11.1% |
Q4 2021 | $823,000 | -46.2% | 7,342 | -50.4% | 0.03% | -54.2% |
Q3 2021 | $1,530,000 | -16.4% | 14,804 | -15.3% | 0.06% | -16.9% |
Q2 2021 | $1,831,000 | +2.2% | 17,473 | -1.4% | 0.07% | -7.8% |
Q1 2021 | $1,791,000 | +2.9% | 17,713 | -6.8% | 0.08% | -4.9% |
Q4 2020 | $1,740,000 | +4.9% | 19,009 | -7.2% | 0.08% | -5.8% |
Q3 2020 | $1,658,000 | +23.9% | 20,492 | +20.7% | 0.09% | +13.2% |
Q2 2020 | $1,338,000 | -3.0% | 16,981 | -12.9% | 0.08% | -20.8% |
Q1 2020 | $1,380,000 | -23.7% | 19,506 | +1.1% | 0.10% | -5.0% |
Q4 2019 | $1,808,000 | +6.7% | 19,294 | +1.0% | 0.10% | -1.9% |
Q3 2019 | $1,695,000 | +1.6% | 19,100 | 0.0% | 0.10% | -1.0% |
Q2 2019 | $1,669,000 | +2.0% | 19,100 | 0.0% | 0.10% | -1.0% |
Q1 2019 | $1,636,000 | +11.9% | 19,100 | +1.9% | 0.10% | -2.8% |
Q4 2018 | $1,462,000 | -13.8% | 18,740 | -3.7% | 0.11% | +0.9% |
Q3 2018 | $1,696,000 | +18.2% | 19,470 | +12.7% | 0.11% | 0.0% |
Q2 2018 | $1,435,000 | +0.7% | 17,280 | 0.0% | 0.11% | +9.2% |
Q1 2018 | $1,425,000 | +0.3% | 17,280 | +4.2% | 0.10% | 0.0% |
Q4 2017 | $1,421,000 | +5.7% | 16,590 | 0.0% | 0.10% | 0.0% |
Q3 2017 | $1,345,000 | +3.7% | 16,590 | 0.0% | 0.10% | -3.0% |
Q2 2017 | $1,297,000 | +0.7% | 16,590 | 0.0% | 0.10% | -1.0% |
Q1 2017 | $1,288,000 | +2.4% | 16,590 | -0.1% | 0.10% | -1.9% |
Q4 2016 | $1,258,000 | +5.3% | 16,603 | -7.3% | 0.10% | -16.1% |
Q4 2015 | $1,195,000 | – | 17,908 | – | 0.12% | – |
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% |