VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228 | -2.6% | 2,210 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234 | -5.6% | 2,210 | -6.0% | 0.01% | 0.0% |
| Q1 2023 | $248 | -2.4% | 2,350 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $254 | -99.9% | 2,350 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $223,000 | -31.8% | 2,350 | -27.0% | 0.01% | -33.3% |
| Q2 2022 | $327,000 | +25.8% | 3,218 | +38.8% | 0.01% | +50.0% |
| Q1 2022 | $260,000 | 0.0% | 2,318 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | -6.1% | 2,318 | -13.4% | 0.01% | -14.3% |
| Q3 2021 | $277,000 | -1.4% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | +3.7% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $271,000 | -38.0% | 2,678 | -51.7% | 0.01% | -56.2% |
| Q2 2020 | $437,000 | +11.2% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $393,000 | -24.4% | 5,550 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $520,000 | +5.7% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $492,000 | +132.1% | 5,550 | +124.0% | 0.02% | +112.5% |
| Q4 2017 | $212,000 | +5.5% | 2,478 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | – | 2,478 | – | 0.01% | – |
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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% |