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 | $8,922,716 | -1.3% | 86,360 | +1.3% | 2.70% | +0.5% |
| Q2 2023 | $9,041,195 | +32.2% | 85,238 | +31.5% | 2.68% | +25.8% |
| Q1 2023 | $6,839,143 | +112.0% | 64,826 | +117.5% | 2.13% | +102.7% |
| Q4 2022 | $3,225,307 | +1140.5% | 29,806 | +986.2% | 1.05% | +1082.0% |
| Q3 2022 | $260,000 | -7.1% | 2,744 | -0.4% | 0.09% | +6.0% |
| Q2 2022 | $280,000 | -41.1% | 2,754 | -35.0% | 0.08% | -29.4% |
| Q1 2022 | $475,000 | +30.5% | 4,236 | +30.5% | 0.12% | +35.2% |
| Q4 2021 | $364,000 | +7.7% | 3,245 | -0.8% | 0.09% | +2.3% |
| Q3 2021 | $338,000 | -45.0% | 3,270 | -44.3% | 0.09% | -47.9% |
| Q2 2021 | $615,000 | -2.7% | 5,871 | -6.0% | 0.16% | -10.3% |
| Q1 2021 | $632,000 | -4.2% | 6,249 | -13.4% | 0.18% | -22.0% |
| Q4 2020 | $660,000 | -63.8% | 7,217 | -67.9% | 0.24% | -69.4% |
| Q3 2020 | $1,821,000 | +294.2% | 22,496 | +283.4% | 0.77% | +246.2% |
| Q2 2020 | $462,000 | -70.6% | 5,868 | -73.6% | 0.22% | -78.9% |
| Q1 2020 | $1,570,000 | -58.6% | 22,186 | -45.2% | 1.06% | -47.7% |
| Q4 2019 | $3,795,000 | +7.4% | 40,495 | +1.7% | 2.02% | +6.2% |
| Q3 2019 | $3,534,000 | -5.1% | 39,833 | -6.5% | 1.90% | -1.6% |
| Q2 2019 | $3,722,000 | -9.0% | 42,601 | -10.8% | 1.94% | -11.6% |
| Q1 2019 | $4,092,000 | -23.0% | 47,772 | -29.9% | 2.19% | -37.3% |
| Q4 2018 | $5,314,000 | – | 68,137 | – | 3.49% | – |
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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% |