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 | $14,174,050 | +7.4% | 137,182 | +10.2% | 0.02% | +8.7% |
| Q2 2023 | $13,200,170 | +7.8% | 124,448 | +7.2% | 0.02% | 0.0% |
| Q1 2023 | $12,246,300 | +8.6% | 116,077 | +11.4% | 0.02% | -8.0% |
| Q4 2022 | $11,274,980 | +10.0% | 104,195 | -3.5% | 0.02% | +8.7% |
| Q3 2022 | $10,248,000 | -14.0% | 108,013 | -7.8% | 0.02% | -11.5% |
| Q2 2022 | $11,922,000 | -13.9% | 117,172 | -5.0% | 0.03% | -7.1% |
| Q1 2022 | $13,847,000 | +1.6% | 123,399 | +1.5% | 0.03% | +7.7% |
| Q4 2021 | $13,631,000 | +13.8% | 121,546 | +4.8% | 0.03% | +4.0% |
| Q3 2021 | $11,978,000 | +10.6% | 115,952 | +12.3% | 0.02% | +4.2% |
| Q2 2021 | $10,831,000 | +23.8% | 103,249 | +8.1% | 0.02% | +9.1% |
| Q1 2021 | $8,747,000 | 0.0% | 95,531 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $8,747,000 | +35.8% | 95,531 | +19.9% | 0.02% | +21.1% |
| Q3 2020 | $6,442,000 | +74.4% | 79,682 | +70.1% | 0.02% | +72.7% |
| Q2 2020 | $3,693,000 | +32.5% | 46,843 | +18.9% | 0.01% | +10.0% |
| Q1 2020 | $2,788,000 | -34.7% | 39,412 | -13.3% | 0.01% | -23.1% |
| Q4 2019 | $4,267,000 | +12.1% | 45,446 | +5.7% | 0.01% | +30.0% |
| Q3 2019 | $3,808,000 | +10.0% | 42,996 | +8.7% | 0.01% | -9.1% |
| Q2 2019 | $3,463,000 | +14.0% | 39,566 | +11.6% | 0.01% | +10.0% |
| Q1 2019 | $3,038,000 | +21.0% | 35,455 | +10.7% | 0.01% | +11.1% |
| Q4 2018 | $2,510,000 | -24.0% | 32,036 | -15.7% | 0.01% | -25.0% |
| Q3 2018 | $3,302,000 | +6.1% | 37,993 | +1.4% | 0.01% | +9.1% |
| Q2 2018 | $3,111,000 | +29.4% | 37,462 | +28.6% | 0.01% | +22.2% |
| Q1 2018 | $2,404,000 | +27.7% | 29,137 | +32.6% | 0.01% | +28.6% |
| Q4 2017 | $1,882,000 | +9.0% | 21,979 | +3.2% | 0.01% | +16.7% |
| Q3 2017 | $1,726,000 | +42.4% | 21,288 | +37.3% | 0.01% | +20.0% |
| Q2 2017 | $1,212,000 | -26.8% | 15,509 | -27.3% | 0.01% | -28.6% |
| Q1 2017 | $1,656,000 | +23.5% | 21,337 | +20.5% | 0.01% | +16.7% |
| Q4 2016 | $1,341,000 | -1.3% | 17,700 | -5.9% | 0.01% | -14.3% |
| Q3 2016 | $1,358,000 | +98.0% | 18,819 | +96.1% | 0.01% | +75.0% |
| Q2 2016 | $686,000 | +117.8% | 9,598 | +110.6% | 0.00% | +100.0% |
| Q1 2016 | $315,000 | +221.4% | 4,557 | +211.9% | 0.00% | +100.0% |
| Q4 2015 | $98,000 | -39.1% | 1,461 | -43.3% | 0.00% | 0.0% |
| Q3 2015 | $161,000 | -1.8% | 2,575 | +5.5% | 0.00% | 0.0% |
| Q2 2015 | $164,000 | -1.8% | 2,440 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $167,000 | – | 2,440 | – | 0.00% | – |
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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% |