VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,272 | -59.3% | 835 | -60.0% | 0.01% | -67.4% |
Q2 2022 | $212,000 | -9.4% | 2,085 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $234,000 | -49.1% | 2,085 | -49.2% | 0.04% | -49.4% |
Q4 2021 | $460,000 | +9.0% | 4,102 | +0.4% | 0.08% | -2.3% |
Q3 2021 | $422,000 | -1.4% | 4,085 | 0.0% | 0.09% | -4.4% |
Q2 2021 | $428,000 | +3.6% | 4,085 | 0.0% | 0.09% | -4.2% |
Q1 2021 | $413,000 | +10.4% | 4,085 | 0.0% | 0.10% | +2.2% |
Q4 2020 | $374,000 | +13.0% | 4,085 | 0.0% | 0.09% | -10.6% |
Q3 2020 | $331,000 | -1.5% | 4,085 | -4.1% | 0.10% | -11.9% |
Q2 2020 | $336,000 | -14.5% | 4,260 | -23.4% | 0.12% | -34.8% |
Q1 2020 | $393,000 | -22.3% | 5,558 | +2.9% | 0.18% | +1.1% |
Q4 2019 | $506,000 | -0.6% | 5,400 | -5.8% | 0.18% | -7.3% |
Q3 2019 | $509,000 | +1.6% | 5,735 | 0.0% | 0.19% | -1.0% |
Q2 2019 | $501,000 | -2.9% | 5,735 | -4.8% | 0.20% | -5.8% |
Q1 2019 | $516,000 | +9.8% | 6,022 | +0.0% | 0.21% | +3.5% |
Q4 2018 | $470,000 | -12.8% | 6,020 | -2.2% | 0.20% | -4.3% |
Q3 2018 | $539,000 | +6.5% | 6,158 | +1.0% | 0.21% | +6.1% |
Q2 2018 | $506,000 | -24.0% | 6,096 | -26.2% | 0.20% | -29.9% |
Q1 2018 | $666,000 | -21.1% | 8,264 | -67.4% | 0.28% | +51.9% |
Q4 2017 | $844,000 | +8.9% | 25,376 | +168.2% | 0.18% | -53.6% |
Q3 2017 | $775,000 | +2.0% | 9,463 | +94530.0% | 0.40% | -6.6% |
Q2 2017 | $760,000 | +2.8% | 10 | -99.9% | 0.43% | -7.8% |
Q1 2017 | $739,000 | – | 9,559 | – | 0.46% | – |
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% |