VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,533 | -2.9% | 12,239 | -0.4% | 0.02% | +4.2% |
| Q2 2023 | $1,302,857 | +102.2% | 12,283 | +101.1% | 0.02% | +84.6% |
| Q1 2023 | $644,288 | +110034.7% | 6,107 | +13.1% | 0.01% | -27.8% |
| Q4 2022 | $585 | -99.9% | 5,402 | +9.9% | 0.02% | +20.0% |
| Q3 2022 | $466,000 | -34.2% | 4,914 | -29.4% | 0.02% | -40.0% |
| Q2 2022 | $708,000 | -21.0% | 6,964 | -12.8% | 0.02% | -28.6% |
| Q1 2022 | $896,000 | -23.7% | 7,986 | -23.7% | 0.04% | -23.9% |
| Q4 2021 | $1,174,000 | +38.3% | 10,471 | +27.5% | 0.05% | +12.2% |
| Q3 2021 | $849,000 | +66.5% | 8,212 | +46.6% | 0.04% | +51.9% |
| Q4 2019 | $510,000 | +105.6% | 5,600 | +100.0% | 0.03% | -10.0% |
| Q3 2019 | $248,000 | – | 2,800 | – | 0.03% | – |
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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% |