VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,673 | +27.2% | 6,510 | +30.6% | 0.00% | – |
| Q2 2023 | $528,837 | +55.6% | 4,985 | +54.7% | 0.00% | – |
| Q1 2023 | $339,947 | +25.0% | 3,222 | +12.2% | 0.00% | – |
| Q3 2022 | $272,000 | -18.6% | 2,871 | -3.6% | 0.00% | – |
| Q1 2022 | $334,000 | +6.4% | 2,977 | +6.4% | 0.00% | – |
| Q4 2021 | $314,000 | -10.5% | 2,797 | -17.6% | 0.00% | – |
| Q3 2021 | $351,000 | +33.0% | 3,396 | +35.0% | 0.00% | – |
| Q2 2021 | $264,000 | -18.8% | 2,516 | -21.6% | 0.00% | – |
| Q1 2021 | $325,000 | +14.0% | 3,211 | +3.1% | 0.00% | – |
| Q4 2020 | $285,000 | +5.6% | 3,114 | -6.7% | 0.00% | – |
| Q3 2020 | $270,000 | +2.3% | 3,336 | -10.6% | 0.00% | – |
| Q1 2020 | $264,000 | -44.9% | 3,731 | -27.0% | 0.00% | – |
| Q4 2019 | $479,000 | +123.8% | 5,111 | +112.1% | 0.00% | – |
| Q3 2019 | $214,000 | -12.3% | 2,410 | -14.1% | 0.00% | – |
| Q3 2018 | $244,000 | -50.9% | 2,804 | -53.1% | 0.00% | -100.0% |
| Q2 2018 | $497,000 | +62.4% | 5,983 | +61.2% | 0.00% | – |
| Q1 2018 | $306,000 | +24.4% | 3,711 | +3.0% | 0.00% | – |
| Q1 2015 | $246,000 | – | 3,602 | – | 0.00% | – |
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% |