VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,469,293 | -14.5% | 14,221 | -12.3% | 0.14% | -17.7% |
| Q2 2023 | $1,719,283 | -29.4% | 16,209 | -29.8% | 0.16% | -34.7% |
| Q1 2023 | $2,434,299 | -0.2% | 23,074 | +2.4% | 0.25% | -11.0% |
| Q4 2022 | $2,439,488 | +26.4% | 22,544 | +10.9% | 0.28% | +22.1% |
| Q3 2022 | $1,930,000 | +7.1% | 20,337 | +14.8% | 0.23% | +4.1% |
| Q2 2022 | $1,802,000 | -10.7% | 17,716 | -1.4% | 0.22% | -5.1% |
| Q1 2022 | $2,017,000 | +7.1% | 17,965 | +6.9% | 0.23% | -1.7% |
| Q4 2021 | $1,883,000 | +18.3% | 16,800 | +9.1% | 0.24% | -3.6% |
| Q3 2021 | $1,592,000 | +35.5% | 15,404 | +37.4% | 0.25% | +34.2% |
| Q2 2021 | $1,175,000 | +29.7% | 11,211 | +25.1% | 0.18% | -4.7% |
| Q1 2021 | $906,000 | +15.9% | 8,964 | +4.9% | 0.19% | -1.5% |
| Q4 2020 | $782,000 | +19.4% | 8,544 | +5.5% | 0.20% | -3.4% |
| Q3 2020 | $655,000 | +2.7% | 8,096 | 0.0% | 0.20% | -9.8% |
| Q2 2020 | $638,000 | +11.3% | 8,096 | 0.0% | 0.22% | -32.6% |
| Q1 2020 | $573,000 | -7.3% | 8,096 | +22.7% | 0.33% | -21.2% |
| Q4 2019 | $618,000 | +5.5% | 6,600 | 0.0% | 0.42% | -3.9% |
| Q3 2019 | $586,000 | +3.2% | 6,600 | +1.5% | 0.44% | -8.9% |
| Q2 2019 | $568,000 | -3.4% | 6,500 | -5.4% | 0.48% | -9.2% |
| Q1 2019 | $588,000 | +28.4% | 6,868 | +17.1% | 0.53% | -19.7% |
| Q4 2018 | $458,000 | – | 5,867 | – | 0.66% | – |
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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% |