VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $189,179 | -2.6% | 1,831 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $194,215 | +45.3% | 1,831 | +44.5% | 0.04% | +32.3% |
Q1 2023 | $133,669 | -2.5% | 1,267 | 0.0% | 0.03% | -6.1% |
Q4 2022 | $137,102 | -9.8% | 1,267 | -21.1% | 0.03% | -19.5% |
Q3 2022 | $152,000 | -6.7% | 1,606 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $163,000 | +19.9% | 1,606 | +32.4% | 0.04% | +46.4% |
Q1 2022 | $136,000 | 0.0% | 1,213 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $136,000 | -9.9% | 1,213 | -17.2% | 0.03% | -24.3% |
Q3 2021 | $151,000 | -1.3% | 1,465 | 0.0% | 0.04% | -2.6% |
Q2 2021 | $153,000 | +3.4% | 1,465 | 0.0% | 0.04% | -2.6% |
Q1 2021 | $148,000 | +33.3% | 1,465 | +20.8% | 0.04% | +25.8% |
Q4 2020 | $111,000 | +13.3% | 1,213 | 0.0% | 0.03% | -3.1% |
Q3 2020 | $98,000 | +2.1% | 1,213 | 0.0% | 0.03% | -5.9% |
Q2 2020 | $96,000 | +11.6% | 1,213 | 0.0% | 0.03% | +17.2% |
Q1 2020 | $86,000 | -36.3% | 1,213 | -15.9% | 0.03% | -14.7% |
Q4 2019 | $135,000 | – | 1,442 | – | 0.03% | – |
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% |