VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,392 | -1.6% | 4,901 | +1.0% | 0.06% | +5.6% |
| Q2 2023 | $514,797 | -7.8% | 4,853 | -8.3% | 0.05% | -12.9% |
| Q1 2023 | $558,254 | +39.9% | 5,291 | +43.5% | 0.06% | +37.8% |
| Q4 2022 | $399,066 | -47.0% | 3,687 | -53.6% | 0.04% | -55.0% |
| Q3 2022 | $753,000 | +48.8% | 7,940 | +59.5% | 0.10% | +53.8% |
| Q2 2022 | $506,000 | +9.3% | 4,978 | +20.6% | 0.06% | +27.5% |
| Q1 2022 | $463,000 | +97.0% | 4,129 | +64.6% | 0.05% | +30.8% |
| Q4 2019 | $235,000 | -5.2% | 2,509 | -11.8% | 0.04% | -11.4% |
| Q2 2019 | $248,000 | -2.4% | 2,844 | -4.1% | 0.04% | -6.4% |
| Q1 2019 | $254,000 | +10.9% | 2,967 | +0.7% | 0.05% | -2.1% |
| Q4 2018 | $229,000 | -10.9% | 2,946 | -0.2% | 0.05% | +4.3% |
| Q3 2018 | $257,000 | +2.4% | 2,952 | -2.5% | 0.05% | -2.1% |
| Q2 2018 | $251,000 | -11.0% | 3,028 | -11.3% | 0.05% | -28.8% |
| Q1 2018 | $282,000 | +3.7% | 3,414 | +7.5% | 0.07% | +26.9% |
| Q4 2017 | $272,000 | +15.7% | 3,175 | +9.6% | 0.05% | +6.1% |
| Q3 2017 | $235,000 | -6.4% | 2,898 | -9.8% | 0.05% | -9.3% |
| Q2 2017 | $251,000 | +4.6% | 3,213 | +4.1% | 0.05% | -6.9% |
| Q1 2017 | $240,000 | +0.4% | 3,087 | -2.1% | 0.06% | -15.9% |
| Q4 2016 | $239,000 | +3.0% | 3,154 | -1.8% | 0.07% | -10.4% |
| Q3 2016 | $232,000 | +12.6% | 3,213 | -2.6% | 0.08% | -53.0% |
| Q4 2013 | $206,000 | – | 3,300 | – | 0.16% | – |
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% |