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 | $1,829,113 | -2.1% | 17,703 | +0.5% | 0.14% | +1.5% |
| Q2 2023 | $1,868,403 | +2.3% | 17,615 | +1.8% | 0.13% | +2.3% |
| Q1 2023 | $1,825,829 | +0.1% | 17,306 | +2.7% | 0.13% | -7.1% |
| Q4 2022 | $1,823,169 | +18.5% | 16,848 | +3.9% | 0.14% | +9.4% |
| Q3 2022 | $1,538,000 | -1.3% | 16,213 | +5.7% | 0.13% | +3.2% |
| Q2 2022 | $1,559,000 | -11.8% | 15,332 | -2.7% | 0.12% | +5.1% |
| Q1 2022 | $1,768,000 | +2.2% | 15,751 | +2.0% | 0.12% | +4.4% |
| Q4 2021 | $1,730,000 | -8.5% | 15,435 | -14.5% | 0.11% | -24.2% |
| Q2 2021 | $1,891,000 | +42.5% | 18,054 | +37.6% | 0.15% | +16.4% |
| Q1 2021 | $1,327,000 | +3.5% | 13,124 | -6.3% | 0.13% | -3.8% |
| Q4 2020 | $1,282,000 | -62.7% | 14,012 | -67.0% | 0.13% | -49.4% |
| Q3 2020 | $3,435,000 | +152.6% | 42,440 | +145.7% | 0.26% | +28.9% |
| Q2 2020 | $1,360,000 | +493.9% | 17,270 | +434.0% | 0.20% | -54.0% |
| Q1 2020 | $229,000 | -88.3% | 3,234 | -84.5% | 0.44% | +80.1% |
| Q4 2019 | $1,952,000 | – | 20,832 | – | 0.25% | – |
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% |