VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,084,477 | -1.6% | 68,568 | +1.0% | 3.40% | +2.9% |
| Q2 2023 | $7,200,477 | +2.6% | 67,884 | +2.1% | 3.31% | -0.4% |
| Q1 2023 | $7,017,631 | +7.7% | 66,518 | +10.4% | 3.32% | +2.9% |
| Q4 2022 | $6,518,208 | +14.4% | 60,237 | +0.3% | 3.23% | +15.5% |
| Q3 2022 | $5,700,000 | -2.9% | 60,079 | +4.1% | 2.80% | -0.7% |
| Q2 2022 | $5,868,000 | -6.9% | 57,699 | +2.7% | 2.82% | +10.8% |
| Q1 2022 | $6,303,000 | +9.7% | 56,155 | +9.5% | 2.54% | +37.9% |
| Q4 2021 | $5,747,000 | +12.0% | 51,262 | +3.2% | 1.84% | +5.0% |
| Q3 2021 | $5,132,000 | +6.0% | 49,653 | +7.5% | 1.76% | +10.9% |
| Q2 2021 | $4,840,000 | +7.6% | 46,193 | +3.8% | 1.58% | -6.6% |
| Q1 2021 | $4,497,000 | +13.9% | 44,487 | +3.1% | 1.70% | -16.8% |
| Q4 2020 | $3,949,000 | +14.7% | 43,157 | +1.5% | 2.04% | +5.5% |
| Q3 2020 | $3,442,000 | +1.2% | 42,526 | -1.5% | 1.93% | -9.8% |
| Q2 2020 | $3,400,000 | +14.8% | 43,164 | +3.1% | 2.14% | -3.3% |
| Q1 2020 | $2,962,000 | -29.4% | 41,871 | -6.5% | 2.21% | -34.7% |
| Q4 2019 | $4,195,000 | +3.4% | 44,770 | -2.1% | 3.39% | +10.5% |
| Q3 2019 | $4,056,000 | +5.1% | 45,716 | +3.5% | 3.07% | +2.6% |
| Q2 2019 | $3,861,000 | +3.5% | 44,186 | +1.5% | 2.99% | -0.9% |
| Q1 2019 | $3,730,000 | +29.2% | 43,541 | +17.6% | 3.02% | -7.7% |
| Q4 2018 | $2,887,000 | – | 37,016 | – | 3.27% | – |
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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% |