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 | $502,858 | -2.6% | 4,867 | 0.0% | 0.05% | -4.2% |
| Q2 2023 | $516,243 | -4.2% | 4,867 | -4.7% | 0.05% | -11.1% |
| Q1 2023 | $538,789 | -2.5% | 5,107 | 0.0% | 0.05% | -8.5% |
| Q4 2022 | $552,628 | +4.9% | 5,107 | -8.1% | 0.06% | 0.0% |
| Q3 2022 | $527,000 | -4.4% | 5,559 | +2.7% | 0.06% | +1.7% |
| Q2 2022 | $551,000 | -9.4% | 5,414 | 0.0% | 0.06% | +7.4% |
| Q1 2022 | $608,000 | -3.8% | 5,414 | -4.0% | 0.05% | +8.0% |
| Q4 2021 | $632,000 | +8.4% | 5,639 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $583,000 | -1.4% | 5,639 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $591,000 | -14.1% | 5,639 | -15.1% | 0.05% | -16.7% |
| Q1 2021 | $688,000 | +13.2% | 6,639 | 0.0% | 0.06% | +3.4% |
| Q4 2020 | $608,000 | +13.2% | 6,639 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $537,000 | – | 6,639 | – | 0.06% | – |
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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% |