VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,269 | -2.6% | 7,039 | 0.0% | 0.20% | +4.6% |
| Q2 2023 | $746,627 | +0.5% | 7,039 | 0.0% | 0.19% | +1.0% |
| Q1 2023 | $742,615 | -2.5% | 7,039 | 0.0% | 0.19% | -6.3% |
| Q4 2022 | $761,690 | +14.0% | 7,039 | 0.0% | 0.20% | +7.9% |
| Q3 2022 | $668,000 | -6.7% | 7,039 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $716,000 | -9.4% | 7,039 | 0.0% | 0.19% | +3.8% |
| Q1 2022 | $790,000 | +0.1% | 7,039 | 0.0% | 0.19% | +2.8% |
| Q4 2021 | $789,000 | +8.5% | 7,039 | 0.0% | 0.18% | +8.4% |
| Q3 2021 | $727,000 | -1.4% | 7,039 | 0.0% | 0.17% | -3.5% |
| Q2 2021 | $737,000 | -19.5% | 7,039 | -22.2% | 0.17% | -22.1% |
| Q1 2021 | $915,000 | -21.2% | 9,050 | -28.7% | 0.22% | -24.7% |
| Q4 2020 | $1,161,000 | +13.0% | 12,692 | 0.0% | 0.30% | +3.1% |
| Q3 2020 | $1,027,000 | +2.7% | 12,692 | 0.0% | 0.29% | -4.7% |
| Q2 2020 | $1,000,000 | +11.4% | 12,692 | 0.0% | 0.30% | -14.3% |
| Q1 2020 | $898,000 | -25.7% | 12,692 | -1.6% | 0.35% | -2.0% |
| Q4 2019 | $1,208,000 | +5.6% | 12,892 | 0.0% | 0.36% | -9.6% |
| Q3 2019 | $1,144,000 | +1.5% | 12,892 | 0.0% | 0.40% | +6483.3% |
| Q2 2019 | $1,127,000 | +2.1% | 12,892 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,104,000 | +9.9% | 12,892 | 0.0% | 0.01% | -92.3% |
| Q4 2018 | $1,005,000 | -7.5% | 12,892 | +1.6% | 0.08% | -82.1% |
| Q1 2018 | $1,087,000 | +5.6% | 12,692 | 0.0% | 0.44% | -0.2% |
| Q4 2017 | $1,029,000 | +3.7% | 12,692 | 0.0% | 0.44% | +5.3% |
| Q2 2017 | $992,000 | – | 12,692 | – | 0.42% | – |
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% |