VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,660,283 | -2.0% | 25,748 | +0.6% | 0.43% | +6.5% |
| Q2 2023 | $2,714,225 | +205.2% | 25,589 | +203.6% | 0.40% | +145.7% |
| Q1 2023 | $889,260 | -4.6% | 8,429 | -2.2% | 0.16% | -4.1% |
| Q4 2022 | $932,446 | +14.0% | 8,617 | 0.0% | 0.17% | -5.5% |
| Q3 2022 | $818,000 | -6.6% | 8,617 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $876,000 | -9.4% | 8,617 | 0.0% | 0.18% | -2.1% |
| Q1 2022 | $967,000 | +59.6% | 8,617 | +11.9% | 0.19% | -60.9% |
| Q2 2020 | $606,000 | +4.3% | 7,698 | -6.3% | 0.48% | -17.2% |
| Q1 2020 | $581,000 | -26.8% | 8,212 | -3.0% | 0.58% | +15.3% |
| Q4 2019 | $794,000 | +5.7% | 8,468 | 0.0% | 0.50% | -10.3% |
| Q3 2019 | $751,000 | +1.5% | 8,468 | 0.0% | 0.56% | +12.4% |
| Q2 2019 | $740,000 | -48.7% | 8,468 | -49.7% | 0.50% | +6.8% |
| Q1 2019 | $1,442,000 | +121.2% | 16,826 | +101.4% | 0.47% | -5.5% |
| Q4 2018 | $652,000 | -9.7% | 8,356 | +1.6% | 0.50% | +39.0% |
| Q3 2018 | $722,000 | +5.7% | 8,227 | 0.0% | 0.36% | -30.2% |
| Q2 2018 | $683,000 | +0.4% | 8,227 | +0.7% | 0.51% | +1.6% |
| Q1 2018 | $680,000 | +946.2% | 8,171 | +961.2% | 0.50% | +696.8% |
| Q4 2017 | $65,000 | – | 770 | – | 0.06% | – |
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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% |