VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,264,671 | -17.5% | 21,919 | -15.3% | 0.45% | -14.5% |
| Q2 2023 | $2,745,728 | +20.1% | 25,886 | +19.5% | 0.52% | +18.6% |
| Q1 2023 | $2,285,658 | +91730.4% | 21,665 | -5.8% | 0.44% | -7.9% |
| Q4 2022 | $2,489 | -99.9% | 23,001 | -4.0% | 0.48% | -5.3% |
| Q3 2022 | $2,273,000 | -9.7% | 23,959 | -3.1% | 0.51% | +5.2% |
| Q2 2022 | $2,516,000 | -18.3% | 24,738 | -9.8% | 0.48% | -4.7% |
| Q1 2022 | $3,080,000 | -1.4% | 27,439 | -1.5% | 0.51% | -2.1% |
| Q4 2021 | $3,124,000 | +7.3% | 27,864 | -1.1% | 0.52% | -10.2% |
| Q3 2021 | $2,912,000 | -2.3% | 28,181 | -1.0% | 0.58% | -9.7% |
| Q2 2021 | $2,981,000 | +4.7% | 28,459 | +1.1% | 0.64% | -1.8% |
| Q1 2021 | $2,847,000 | +7.7% | 28,163 | -2.6% | 0.65% | +2.7% |
| Q4 2020 | $2,644,000 | +5.5% | 28,900 | -6.7% | 0.63% | -4.4% |
| Q3 2020 | $2,507,000 | -13.7% | 30,986 | -16.0% | 0.66% | -19.7% |
| Q2 2020 | $2,905,000 | +4.8% | 36,874 | -5.8% | 0.82% | +4.2% |
| Q1 2020 | $2,771,000 | -21.4% | 39,156 | +4.0% | 0.79% | +3.4% |
| Q4 2019 | $3,527,000 | -5.2% | 37,641 | -10.2% | 0.76% | -7.4% |
| Q3 2019 | $3,721,000 | -6.8% | 41,929 | -8.3% | 0.83% | -4.5% |
| Q2 2019 | $3,994,000 | -25.4% | 45,714 | -24.8% | 0.86% | -17.9% |
| Q1 2019 | $5,357,000 | – | 60,813 | – | 1.05% | – |
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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% |