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 | $65,588,569 | -2.7% | 634,810 | -0.1% | 7.18% | +0.5% |
| Q2 2023 | $67,383,937 | +7.8% | 635,278 | +7.2% | 7.14% | +8.0% |
| Q1 2023 | $62,505,269 | +60.7% | 592,467 | +64.8% | 6.61% | +46.4% |
| Q4 2022 | $38,895,652 | +11.6% | 359,446 | -2.2% | 4.52% | +1.3% |
| Q3 2022 | $34,865,000 | -3.5% | 367,469 | +3.5% | 4.46% | +3.2% |
| Q2 2022 | $36,114,000 | +59.3% | 355,099 | +75.8% | 4.32% | +70.8% |
| Q1 2022 | $22,675,000 | +8205.9% | 202,000 | +6822.5% | 2.53% | +5063.3% |
| Q4 2019 | $273,000 | – | 2,918 | – | 0.05% | – |
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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% |