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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $250,498 | +8.0% | 2,244 | 0.0% | 0.05% | -1.9% |
| Q3 2023 | $231,850 | -2.6% | 2,244 | 0.0% | 0.05% | +3.9% |
| Q2 2023 | $238,021 | +0.5% | 2,244 | 0.0% | 0.05% | -5.6% |
| Q1 2023 | $236,742 | +97324.7% | 2,244 | 0.0% | 0.05% | -1.8% |
| Q4 2022 | $243 | -99.9% | 2,244 | 0.0% | 0.06% | +3.8% |
| Q3 2022 | $213,000 | -6.6% | 2,244 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $228,000 | -9.5% | 2,244 | 0.0% | 0.05% | +6.1% |
| Q1 2022 | $252,000 | 0.0% | 2,244 | 0.0% | 0.05% | +6.5% |
| Q4 2021 | $252,000 | +8.6% | 2,244 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $232,000 | -27.7% | 2,244 | -26.7% | 0.04% | -26.2% |
| Q2 2021 | $321,000 | +3.9% | 3,061 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $309,000 | +10.4% | 3,061 | 0.0% | 0.06% | +5.1% |
| Q4 2020 | $280,000 | +12.9% | 3,061 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $248,000 | +2.9% | 3,061 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $241,000 | +11.1% | 3,061 | 0.0% | 0.06% | -4.5% |
| Q1 2020 | $217,000 | -24.4% | 3,061 | 0.0% | 0.07% | +1.5% |
| Q4 2019 | $287,000 | +5.5% | 3,061 | 0.0% | 0.06% | -1.5% |
| Q3 2019 | $272,000 | +1.9% | 3,061 | 0.0% | 0.07% | +6.5% |
| Q2 2019 | $267,000 | +1.9% | 3,061 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $262,000 | +9.6% | 3,061 | 0.0% | 0.06% | -8.8% |
| Q4 2018 | $239,000 | -10.5% | 3,061 | 0.0% | 0.07% | +15.3% |
| Q3 2018 | $267,000 | +5.1% | 3,061 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $254,000 | +0.4% | 3,061 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $253,000 | -3.4% | 3,061 | 0.0% | 0.06% | +5.3% |
| Q4 2017 | $262,000 | -14.7% | 3,061 | -19.1% | 0.06% | -18.6% |
| Q3 2017 | $307,000 | – | 3,786 | – | 0.07% | – |
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% |