VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,723 | +98944.8% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29 | 0.0% | 278 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $29 | -3.3% | 278 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $30 | -99.9% | 278 | 0.0% | 0.02% | +15.4% |
| Q3 2022 | $26,000 | -7.1% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $28,000 | -9.7% | 278 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $31,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 278 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $28,000 | +12.0% | 278 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $25,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | 0.0% | 278 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | -15.4% | 278 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $26,000 | +4.0% | 278 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $25,000 | +4.2% | 278 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $24,000 | 0.0% | 278 | 0.0% | 0.02% | -10.5% |
| Q1 2019 | $24,000 | +9.1% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 278 | -9.2% | 0.02% | +5.6% |
| Q3 2018 | $25,000 | -3.8% | 306 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $26,000 | +4.0% | 306 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $25,000 | -13.8% | 306 | -8.7% | 0.02% | -21.7% |
| Q4 2017 | $29,000 | – | 335 | – | 0.02% | – |
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% |