VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,351 | +30.8% | 6,401 | +34.2% | 0.31% | +36.6% |
| Q2 2023 | $505,742 | -0.6% | 4,768 | -1.2% | 0.23% | -6.6% |
| Q1 2023 | $509,038 | +0.3% | 4,825 | +2.9% | 0.24% | -2.0% |
| Q4 2022 | $507,613 | +18.6% | 4,691 | +4.0% | 0.25% | -3.5% |
| Q3 2022 | $428,000 | +2.4% | 4,510 | +9.7% | 0.26% | +4.5% |
| Q2 2022 | $418,000 | -8.3% | 4,110 | +1.2% | 0.25% | +2.5% |
| Q1 2022 | $456,000 | +0.7% | 4,060 | +0.4% | 0.24% | +10.6% |
| Q4 2021 | $453,000 | +8.6% | 4,045 | +0.4% | 0.22% | +2.4% |
| Q3 2021 | $417,000 | -0.5% | 4,030 | +0.8% | 0.21% | -4.9% |
| Q2 2021 | $419,000 | +4.8% | 4,000 | +1.0% | 0.22% | -5.5% |
| Q1 2021 | $400,000 | +17.3% | 3,960 | +6.3% | 0.24% | +10.3% |
| Q4 2020 | $341,000 | +13.3% | 3,725 | 0.0% | 0.21% | -2.7% |
| Q3 2020 | $301,000 | -52.9% | 3,725 | -54.1% | 0.22% | -55.5% |
| Q2 2020 | $639,000 | +12.3% | 8,114 | +0.9% | 0.49% | -5.5% |
| Q1 2020 | $569,000 | -36.1% | 8,039 | -15.4% | 0.52% | -19.5% |
| Q4 2019 | $891,000 | – | 9,505 | – | 0.65% | – |
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% |