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 | $358,934 | -40.6% | 3,474 | -39.0% | 0.01% | -44.4% |
| Q2 2023 | $604,175 | +19.7% | 5,696 | +19.1% | 0.01% | +12.5% |
| Q1 2023 | $504,712 | -12.8% | 4,784 | -10.5% | 0.01% | -11.1% |
| Q4 2022 | $578,491 | +14.3% | 5,346 | +0.2% | 0.01% | -10.0% |
| Q3 2022 | $506,000 | +38.3% | 5,337 | +48.2% | 0.01% | +42.9% |
| Q2 2022 | $366,000 | -9.4% | 3,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $404,000 | +20.2% | 3,600 | +20.0% | 0.01% | +16.7% |
| Q4 2021 | $336,000 | +8.4% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $310,000 | -1.3% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $314,000 | – | 3,000 | – | 0.01% | – |
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% |