BANK OF MONTREAL /CAN/ - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$69,124,416
-3.2%
640,219
-3.8%
0.02%
-4.0%
Q2 2023$71,423,363
-4.8%
665,698
-3.6%
0.02%
-21.9%
Q4 2022$74,985,183
+31.3%
690,281
+24.8%
0.03%
+28.0%
Q3 2022$57,128,000
+26.5%
552,921
+35.5%
0.02%
+19.0%
Q2 2022$45,162,000
+15.6%
408,001
+19.3%
0.02%
+10.5%
Q1 2022$39,059,000
+12.5%
342,133
+10.5%
0.02%
+5.6%
Q4 2021$34,715,000
+10.7%
309,707
+3.9%
0.02%
+28.6%
Q3 2021$31,368,000
+2015.2%
298,089
+1994.8%
0.01%
+1300.0%
Q2 2021$1,483,000
+37.8%
14,230
+35.1%
0.00%0.0%
Q1 2021$1,076,000
-85.0%
10,533
-86.1%
0.00%
-80.0%
Q4 2020$7,151,000
+11.9%
75,705
-3.2%
0.01%0.0%
Q3 2020$6,389,000
+322.0%
78,184
+300.5%
0.01%
+400.0%
Q2 2020$1,514,000
+5.3%
19,522
-4.9%
0.00%
-50.0%
Q1 2020$1,438,000
+5.9%
20,530
+41.7%
0.00%
+100.0%
Q4 2019$1,358,000
-20.1%
14,484
-24.4%
0.00%0.0%
Q3 2019$1,699,000
-95.3%
19,150
-95.4%
0.00%
-96.8%
Q2 2019$36,225,000
-0.5%
414,568
-2.5%
0.03%0.0%
Q1 2019$36,419,000
+11.2%
425,142
+1.2%
0.03%0.0%
Q4 2018$32,750,000
-12.2%
419,926
-2.0%
0.03%
+6.9%
Q3 2018$37,317,000
+1.8%
428,475
-2.9%
0.03%
-3.3%
Q2 2018$36,651,000
-3.2%
441,311
-3.9%
0.03%
-11.8%
Q1 2018$37,869,000
-6.8%
459,073
-3.2%
0.03%
-2.9%
Q4 2017$40,611,000
-0.8%
474,272
-6.1%
0.04%
-7.9%
Q3 2017$40,959,000
-3.7%
505,231
-7.1%
0.04%
-7.3%
Q2 2017$42,515,000
-4.1%
543,942
-4.7%
0.04%
-2.4%
Q1 2017$44,320,000
+0.0%
570,764
-4.4%
0.04%
-10.6%
Q4 2016$44,304,000
+9.7%
596,842
+6.6%
0.05%
+6.8%
Q3 2016$40,396,000
+8.4%
559,967
+7.3%
0.04%
+2.3%
Q2 2016$37,280,000
-84.5%
521,688
-85.0%
0.04%
-83.2%
Q1 2016$239,994,000
+6.8%
3,476,142
+3.3%
0.26%
-4.5%
Q4 2015$224,649,000
+7.0%
3,365,531
+0.4%
0.27%
-7.6%
Q3 2015$210,039,000
-7.4%
3,352,585
-0.5%
0.29%
+9.0%
Q2 2015$226,850,000
-0.9%
3,369,727
+0.6%
0.27%
+0.4%
Q1 2015$228,829,000
+1.7%
3,350,357
+2.4%
0.26%
+3.9%
Q4 2014$225,014,000
+11.8%
3,272,926
+8.0%
0.26%
+11.8%
Q3 2014$201,187,000
+5.0%
3,029,457
+4.8%
0.23%
+6.5%
Q2 2014$191,690,000
+6.8%
2,890,594
+1.7%
0.21%
-7.4%
Q1 2014$179,424,000
+3.3%
2,842,596
+2.0%
0.23%
-2.9%
Q4 2013$173,639,000
+8.5%
2,786,259
+0.1%
0.24%
-4.4%
Q3 2013$160,088,000
+3.1%
2,784,597
+1.0%
0.25%
-9.5%
Q2 2013$155,340,0002,755,7400.28%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 376,899$42,307,00035.47%
Coco Enterprises, LLC 367,256$41,500,00031.17%
Operose Advisors LLC 392,467$44,054,00030.44%
SWISS RE LTD 1,328,970$149,177,00026.23%
Benchmark Wealth Management, LLC 247,216$27,750,00018.66%
McAlister, Sweet & Associates, Inc. 137,840$15,473,00016.44%
CVS HEALTH Corp 215,000$24,134,00016.21%
Arlington Partners LLC 429,648$48,228,00013.64%
ACT WEALTH MANAGEMENT, LLC 211,933$23,789,00013.53%
MARINO, STRAM & ASSOCIATES LLC 380,341$42,693,00013.46%
View complete list of VANGUARD WHITEHALL FDS shareholders