VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $263,000 | -12.9% | 2,803 | -17.7% | 0.03% | -23.1% |
| Q3 2019 | $302,000 | -6.5% | 3,404 | -7.8% | 0.04% | -11.4% |
| Q2 2019 | $323,000 | -73.9% | 3,691 | -74.4% | 0.04% | -74.4% |
| Q1 2019 | $1,236,000 | +1.6% | 14,426 | -7.5% | 0.17% | -8.0% |
| Q4 2018 | $1,217,000 | -40.5% | 15,600 | -33.5% | 0.19% | -33.2% |
| Q3 2018 | $2,044,000 | +1.1% | 23,476 | -3.5% | 0.28% | -2.4% |
| Q2 2018 | $2,021,000 | -5.0% | 24,334 | -5.7% | 0.29% | -5.9% |
| Q1 2018 | $2,127,000 | -3.8% | 25,793 | -0.2% | 0.30% | -2.6% |
| Q4 2017 | $2,212,000 | -0.8% | 25,832 | -6.0% | 0.31% | -3.7% |
| Q3 2017 | $2,229,000 | +3.8% | 27,485 | 0.0% | 0.32% | +1.9% |
| Q2 2017 | $2,148,000 | +0.6% | 27,485 | 0.0% | 0.32% | -2.4% |
| Q1 2017 | $2,135,000 | -5.9% | 27,485 | -8.2% | 0.33% | -10.7% |
| Q4 2016 | $2,268,000 | -12.2% | 29,927 | -16.4% | 0.37% | -12.4% |
| Q3 2016 | $2,583,000 | +3.4% | 35,811 | +2.5% | 0.42% | 0.0% |
| Q2 2016 | $2,498,000 | – | 34,954 | – | 0.42% | – |
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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% |