VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $681,724 | +8.0% | 6,107 | 0.0% | 0.18% | -2.7% |
| Q3 2023 | $630,975 | -2.6% | 6,107 | 0.0% | 0.19% | +1.6% |
| Q2 2023 | $647,769 | +0.5% | 6,107 | 0.0% | 0.18% | -5.6% |
| Q1 2023 | $644,288 | +97371.7% | 6,107 | 0.0% | 0.20% | -10.6% |
| Q4 2022 | $661 | -99.9% | 6,107 | 0.0% | 0.22% | +6.3% |
| Q3 2022 | $579,000 | -10.0% | 6,107 | -3.5% | 0.20% | -7.2% |
| Q2 2022 | $643,000 | +3.7% | 6,326 | +14.6% | 0.22% | +18.2% |
| Q1 2022 | $620,000 | -1.3% | 5,519 | -1.4% | 0.19% | +1.1% |
| Q4 2021 | $628,000 | +10.2% | 5,599 | +1.4% | 0.18% | -1.1% |
| Q3 2021 | $570,000 | -1.6% | 5,519 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $579,000 | +3.8% | 5,519 | 0.0% | 0.19% | -2.1% |
| Q1 2021 | $558,000 | +84.2% | 5,519 | +66.3% | 0.19% | +76.4% |
| Q4 2020 | $303,000 | +6.3% | 3,319 | -5.7% | 0.11% | -6.8% |
| Q3 2020 | $285,000 | +9.6% | 3,519 | +6.6% | 0.12% | 0.0% |
| Q2 2020 | $260,000 | +11.6% | 3,300 | 0.0% | 0.12% | -4.1% |
| Q1 2020 | $233,000 | – | 3,300 | – | 0.12% | – |
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% |