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 | $235 | -2.1% | 2,270 | +0.2% | 0.08% | -5.6% |
Q2 2023 | $240 | +3.4% | 2,265 | +3.2% | 0.09% | +3.5% |
Q1 2023 | $232 | -2.1% | 2,195 | +0.2% | 0.09% | -8.5% |
Q4 2022 | $237 | -99.9% | 2,191 | +0.3% | 0.09% | -3.1% |
Q3 2022 | $207,000 | -4.2% | 2,185 | +2.9% | 0.10% | +4.3% |
Q2 2022 | $216,000 | -9.2% | 2,124 | +0.2% | 0.09% | +8.1% |
Q1 2022 | $238,000 | +36.0% | 2,120 | +35.5% | 0.09% | +41.0% |
Q4 2021 | $175,000 | +1.7% | 1,564 | -6.0% | 0.06% | -9.0% |
Q3 2021 | $172,000 | -1.1% | 1,664 | 0.0% | 0.07% | -4.3% |
Q2 2021 | $174,000 | +3.6% | 1,664 | 0.0% | 0.07% | -17.6% |
Q1 2021 | $168,000 | +10.5% | 1,664 | 0.0% | 0.08% | +4.9% |
Q4 2020 | $152,000 | +12.6% | 1,664 | 0.0% | 0.08% | +1.2% |
Q3 2020 | $135,000 | +3.1% | 1,664 | 0.0% | 0.08% | -8.0% |
Q2 2020 | $131,000 | +11.0% | 1,664 | 0.0% | 0.09% | -17.1% |
Q1 2020 | $118,000 | -25.3% | 1,664 | -1.4% | 0.10% | -10.3% |
Q4 2019 | $158,000 | +5.3% | 1,688 | 0.0% | 0.12% | +1.7% |
Q3 2019 | $150,000 | +2.0% | 1,688 | 0.0% | 0.12% | -2.5% |
Q2 2019 | $147,000 | -0.7% | 1,688 | -2.4% | 0.12% | -6.3% |
Q1 2019 | $148,000 | – | 1,730 | – | 0.13% | – |
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% |