VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $1,961,293 | -4.1% | 18,982 | -1.6% | 0.13% | -11.0% |
| Q2 2023 | $2,045,865 | +2.9% | 19,287 | +2.4% | 0.14% | -5.2% |
| Q1 2023 | $1,987,714 | -32.6% | 18,840 | -30.9% | 0.15% | -37.8% |
| Q4 2022 | $2,948,999 | +134.6% | 27,252 | +105.6% | 0.25% | +86.4% |
| Q3 2022 | $1,257,000 | +15.0% | 13,252 | +23.3% | 0.13% | +33.3% |
| Q2 2022 | $1,093,000 | -12.5% | 10,745 | -3.5% | 0.10% | -2.0% |
| Q1 2022 | $1,249,000 | +93.6% | 11,129 | +93.4% | 0.10% | +119.6% |
| Q4 2021 | $645,000 | +20.8% | 5,754 | +11.4% | 0.05% | 0.0% |
| Q3 2021 | $534,000 | -21.5% | 5,165 | -20.5% | 0.05% | -23.3% |
| Q2 2021 | $680,000 | -2.0% | 6,493 | -5.4% | 0.06% | -18.9% |
| Q1 2021 | $694,000 | +34.0% | 6,863 | +21.2% | 0.07% | +4.2% |
| Q4 2020 | $518,000 | -36.5% | 5,662 | -43.8% | 0.07% | -64.3% |
| Q3 2020 | $816,000 | +74.0% | 10,081 | +69.3% | 0.20% | +38.2% |
| Q2 2020 | $469,000 | +44.8% | 5,956 | +29.9% | 0.14% | -37.4% |
| Q1 2020 | $324,000 | +29.6% | 4,585 | +72.0% | 0.23% | +62.0% |
| Q4 2019 | $250,000 | -14.1% | 2,665 | -18.6% | 0.14% | +27.9% |
| Q3 2019 | $291,000 | +10.2% | 3,274 | +8.4% | 0.11% | +5.7% |
| Q2 2019 | $264,000 | +5.6% | 3,021 | +3.4% | 0.10% | -22.2% |
| Q1 2019 | $250,000 | +10.6% | 2,923 | +0.7% | 0.14% | -10.6% |
| Q4 2018 | $226,000 | – | 2,904 | – | 0.15% | – |
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% |