VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,090,180 | +25.6% | 20,230 | +29.0% | 0.08% | +15.4% |
| Q2 2023 | $1,663,681 | +16.0% | 15,685 | +15.4% | 0.06% | +8.3% |
| Q1 2023 | $1,434,393 | -8.3% | 13,596 | -5.9% | 0.06% | -11.8% |
| Q4 2022 | $1,564,157 | +73.6% | 14,455 | +52.2% | 0.07% | +58.1% |
| Q3 2022 | $901,000 | -5.0% | 9,499 | +1.9% | 0.04% | -4.4% |
| Q2 2022 | $948,000 | +3.6% | 9,318 | +14.1% | 0.04% | +18.4% |
| Q4 2021 | $915,000 | +17.8% | 8,165 | +8.6% | 0.04% | +2.7% |
| Q3 2021 | $777,000 | +24.7% | 7,521 | +27.2% | 0.04% | +19.4% |
| Q2 2021 | $623,000 | +8.0% | 5,913 | +4.2% | 0.03% | -6.1% |
| Q1 2021 | $577,000 | +10.1% | 5,675 | -0.9% | 0.03% | -13.2% |
| Q4 2020 | $524,000 | +12.9% | 5,724 | -0.2% | 0.04% | -9.5% |
| Q3 2020 | $464,000 | +3.8% | 5,734 | +1.0% | 0.04% | -6.7% |
| Q2 2020 | $447,000 | +0.7% | 5,675 | -9.5% | 0.04% | -25.0% |
| Q1 2020 | $444,000 | -26.5% | 6,271 | -2.7% | 0.06% | -21.1% |
| Q4 2019 | $604,000 | +9.0% | 6,447 | +3.3% | 0.08% | -12.6% |
| Q3 2019 | $554,000 | -0.5% | 6,241 | -2.0% | 0.09% | -6.5% |
| Q2 2019 | $557,000 | -26.4% | 6,370 | -27.9% | 0.09% | -19.1% |
| Q1 2019 | $757,000 | +31.9% | 8,836 | +20.0% | 0.12% | -8.0% |
| Q4 2018 | $574,000 | -11.7% | 7,363 | -1.4% | 0.12% | -5.3% |
| Q3 2018 | $650,000 | +7.6% | 7,467 | +2.7% | 0.13% | -8.3% |
| Q2 2018 | $604,000 | -12.0% | 7,269 | -12.6% | 0.14% | -15.8% |
| Q1 2018 | $686,000 | -2.1% | 8,317 | +1.6% | 0.17% | -31.6% |
| Q4 2017 | $701,000 | +6.9% | 8,186 | +1.1% | 0.25% | -13.5% |
| Q3 2017 | $656,000 | +28.9% | 8,094 | +24.3% | 0.29% | +10.3% |
| Q2 2017 | $509,000 | -0.8% | 6,514 | -1.4% | 0.26% | -13.8% |
| Q1 2017 | $513,000 | – | 6,605 | – | 0.30% | – |
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% |