VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,245,901 | +0.1% | 31,416 | +2.7% | 0.73% | +3.1% |
| Q2 2023 | $3,244,257 | +3.3% | 30,586 | +2.8% | 0.71% | -1.0% |
| Q1 2023 | $3,140,313 | +4.1% | 29,766 | +6.8% | 0.72% | -0.1% |
| Q4 2022 | $3,016,462 | +74.9% | 27,876 | +53.3% | 0.72% | +68.8% |
| Q3 2022 | $1,725,000 | +106.1% | 18,181 | +120.9% | 0.43% | +120.7% |
| Q2 2022 | $837,000 | +15.9% | 8,229 | +28.0% | 0.19% | +37.9% |
| Q1 2022 | $722,000 | +39.1% | 6,429 | +38.9% | 0.14% | +44.3% |
| Q4 2021 | $519,000 | -35.9% | 4,629 | -40.9% | 0.10% | -39.0% |
| Q3 2021 | $810,000 | -1.5% | 7,835 | -0.2% | 0.16% | +1.9% |
| Q2 2021 | $822,000 | +3.5% | 7,850 | -0.1% | 0.16% | -3.7% |
| Q1 2021 | $794,000 | +10.4% | 7,854 | 0.0% | 0.16% | +3.2% |
| Q4 2020 | $719,000 | +7.3% | 7,854 | -5.2% | 0.16% | -3.7% |
| Q3 2020 | $670,000 | -2.6% | 8,284 | -5.2% | 0.16% | -10.4% |
| Q2 2020 | $688,000 | -6.5% | 8,734 | -16.1% | 0.18% | -18.4% |
| Q1 2020 | $736,000 | -24.5% | 10,405 | 0.0% | 0.22% | -5.5% |
| Q4 2019 | $975,000 | +1.9% | 10,405 | -3.6% | 0.24% | -4.5% |
| Q3 2019 | $957,000 | +5.9% | 10,790 | +4.4% | 0.25% | +3.8% |
| Q2 2019 | $904,000 | +1.0% | 10,340 | -1.0% | 0.24% | -6.3% |
| Q1 2019 | $895,000 | +9.8% | 10,448 | 0.0% | 0.25% | -4.5% |
| Q4 2018 | $815,000 | -12.2% | 10,448 | -2.0% | 0.27% | +4.3% |
| Q3 2018 | $928,000 | +4.9% | 10,661 | 0.0% | 0.26% | -3.8% |
| Q2 2018 | $885,000 | +0.7% | 10,661 | 0.0% | 0.26% | -9.2% |
| Q1 2018 | $879,000 | -3.7% | 10,661 | 0.0% | 0.29% | -1.0% |
| Q4 2017 | $913,000 | +24.9% | 10,661 | +18.2% | 0.30% | +17.1% |
| Q3 2017 | $731,000 | – | 9,020 | – | 0.25% | – |
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% |