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 | $11,990,958 | +2.3% | 118,418 | +7.2% | 1.28% | +10.8% |
| Q2 2023 | $11,718,364 | +9.6% | 110,478 | +9.0% | 1.15% | +6.7% |
| Q1 2023 | $10,689,309 | +0.6% | 101,320 | +3.2% | 1.08% | -3.7% |
| Q4 2022 | $10,626,464 | +17.9% | 98,202 | +3.4% | 1.12% | +8.0% |
| Q3 2022 | $9,014,000 | -19.5% | 95,007 | -13.7% | 1.04% | -14.6% |
| Q2 2022 | $11,200,000 | -11.2% | 110,125 | -2.0% | 1.22% | +9.0% |
| Q1 2022 | $12,613,000 | +24.9% | 112,363 | +24.7% | 1.12% | +27.8% |
| Q4 2021 | $10,098,000 | +34.3% | 90,076 | -78.6% | 0.87% | +24.2% |
| Q3 2021 | $7,519,000 | +15.0% | 420,068 | +573.1% | 0.70% | +13.0% |
| Q2 2021 | $6,538,000 | +44.0% | 62,406 | +38.9% | 0.62% | +30.1% |
| Q1 2021 | $4,541,000 | +19.8% | 44,923 | +8.5% | 0.48% | +7.2% |
| Q4 2020 | $3,789,000 | +39.8% | 41,410 | +23.6% | 0.45% | +18.6% |
| Q3 2020 | $2,711,000 | +9.3% | 33,496 | +6.3% | 0.38% | -3.8% |
| Q2 2020 | $2,481,000 | – | 31,498 | – | 0.39% | – |
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% |