VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $336,000 | -8.2% | 3,542 | -1.6% | 0.12% | -23.7% |
| Q2 2022 | $366,000 | +71.8% | 3,601 | +90.1% | 0.15% | +90.0% |
| Q1 2022 | $213,000 | +0.9% | 1,894 | 0.0% | 0.08% | +6.7% |
| Q4 2021 | $211,000 | +5.0% | 1,894 | 0.0% | 0.08% | -5.1% |
| Q1 2021 | $201,000 | -24.4% | 1,894 | -32.7% | 0.08% | +5.3% |
| Q4 2019 | $266,000 | +3.1% | 2,814 | 0.0% | 0.08% | +1.4% |
| Q3 2019 | $258,000 | -8.8% | 2,814 | -13.3% | 0.07% | -10.8% |
| Q2 2019 | $283,000 | +1.8% | 3,244 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $278,000 | -0.4% | 3,244 | -9.2% | 0.09% | -45.2% |
| Q4 2018 | $279,000 | -2.4% | 3,574 | 0.0% | 0.16% | -1.3% |
| Q3 2018 | $286,000 | -29.9% | 3,574 | -27.2% | 0.16% | -33.5% |
| Q2 2018 | $408,000 | -3.3% | 4,907 | -4.1% | 0.24% | -2.8% |
| Q1 2018 | $422,000 | -3.7% | 5,117 | 0.0% | 0.25% | -2.8% |
| Q4 2017 | $438,000 | – | 5,117 | – | 0.25% | – |
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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% |