VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,672 | +0.4% | 3,510 | +3.1% | 0.10% | +4.1% |
| Q2 2023 | $361,173 | +0.6% | 3,405 | +0.1% | 0.10% | -3.0% |
| Q1 2023 | $358,928 | -2.4% | 3,402 | +0.1% | 0.10% | -5.7% |
| Q4 2022 | $367,885 | +68.8% | 3,400 | +48.3% | 0.11% | +49.3% |
| Q3 2022 | $218,000 | -17.4% | 2,293 | -11.8% | 0.07% | -12.3% |
| Q2 2022 | $264,000 | -14.0% | 2,600 | -5.0% | 0.08% | 0.0% |
| Q1 2022 | $307,000 | 0.0% | 2,738 | +0.1% | 0.08% | +8.0% |
| Q4 2021 | $307,000 | +4.1% | 2,736 | -4.2% | 0.08% | -8.5% |
| Q3 2021 | $295,000 | +2.8% | 2,857 | +4.2% | 0.08% | +3.8% |
| Q2 2021 | $287,000 | -22.0% | 2,743 | -24.7% | 0.08% | -24.8% |
| Q1 2021 | $368,000 | +10.5% | 3,642 | +0.1% | 0.10% | +1.9% |
| Q4 2020 | $333,000 | +1347.8% | 3,640 | +1163.9% | 0.10% | +1187.5% |
| Q3 2020 | $23,000 | -11.5% | 288 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $26,000 | +13.0% | 288 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $23,000 | – | 288 | – | 0.01% | – |
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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% |