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 | $335,067 | -2.6% | 3,243 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $343,985 | +0.5% | 3,243 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $342,137 | +41.0% | 3,243 | +44.6% | 0.11% | +35.7% |
| Q4 2022 | $242,715 | +14.0% | 2,243 | 0.0% | 0.08% | +10.5% |
| Q3 2022 | $213,000 | -6.6% | 2,243 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $228,000 | -9.5% | 2,243 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $252,000 | +0.4% | 2,243 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $251,000 | +8.2% | 2,243 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $232,000 | -1.3% | 2,243 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $235,000 | +3.5% | 2,243 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $227,000 | +10.7% | 2,243 | 0.0% | 0.07% | +6.0% |
| Q4 2020 | $205,000 | -24.4% | 2,243 | -41.6% | 0.07% | -42.2% |
| Q1 2020 | $271,000 | -24.7% | 3,843 | 0.0% | 0.12% | -15.3% |
| Q4 2019 | $360,000 | – | 3,843 | – | 0.14% | – |
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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% |