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 | $3,732 | +0.9% | 36,119 | +3.5% | 0.02% | 0.0% |
| Q2 2023 | $3,700 | -0.2% | 34,885 | -0.8% | 0.02% | -8.0% |
| Q1 2023 | $3,709 | -55.4% | 35,158 | -54.3% | 0.02% | -59.0% |
| Q4 2022 | $8,317 | -99.9% | 76,863 | -1.7% | 0.06% | +3.4% |
| Q3 2022 | $7,422,000 | -22.3% | 78,228 | -16.7% | 0.06% | -20.3% |
| Q2 2022 | $9,546,000 | +9.6% | 93,865 | +21.0% | 0.07% | +19.4% |
| Q1 2022 | $8,707,000 | +22.5% | 77,564 | +22.4% | 0.06% | +24.0% |
| Q4 2021 | $7,105,000 | +11.4% | 63,379 | +4.1% | 0.05% | -2.0% |
| Q2 2021 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $6,380,000 | 0.0% | 60,891 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $6,380,000 | +16.4% | 60,891 | -13.4% | 0.05% | -62.8% |
| Q4 2018 | $5,481,000 | +66.6% | 70,282 | +86.1% | 0.14% | +63.1% |
| Q3 2018 | $3,289,000 | +1528.2% | 37,762 | +1450.8% | 0.08% | +1100.0% |
| Q2 2018 | $202,000 | +11.0% | 2,435 | +10.3% | 0.01% | 0.0% |
| Q1 2018 | $182,000 | -13.7% | 2,208 | -10.2% | 0.01% | -22.2% |
| Q4 2017 | $211,000 | +6.0% | 2,459 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $199,000 | +3.6% | 2,459 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $192,000 | -16.5% | 2,459 | -16.9% | 0.01% | -23.1% |
| Q1 2017 | $230,000 | +23.7% | 2,959 | +20.3% | 0.01% | +18.2% |
| Q4 2016 | $186,000 | +24.8% | 2,459 | +18.8% | 0.01% | +10.0% |
| Q3 2016 | $149,000 | +0.7% | 2,069 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $148,000 | +8.0% | 2,069 | +4.5% | 0.01% | -8.3% |
| Q1 2016 | $137,000 | – | 1,980 | – | 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% |