VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,857 | -2.6% | 5,951 | 0.0% | 0.38% | +2.7% |
| Q2 2023 | $631,223 | +4.8% | 5,951 | +5.2% | 0.37% | +1.9% |
| Q1 2023 | $602,307 | -1.6% | 5,656 | 0.0% | 0.36% | +5.8% |
| Q4 2022 | $612,037 | +14.2% | 5,656 | 0.0% | 0.34% | -9.9% |
| Q3 2022 | $536,000 | -6.8% | 5,656 | 0.0% | 0.38% | -4.0% |
| Q2 2022 | $575,000 | -9.9% | 5,656 | 0.0% | 0.40% | +4.2% |
| Q1 2022 | $638,000 | -1.7% | 5,656 | 0.0% | 0.38% | -3.5% |
| Q4 2021 | $649,000 | +5.7% | 5,656 | 0.0% | 0.40% | +8.8% |
| Q3 2021 | $614,000 | -1.6% | 5,656 | -2.0% | 0.36% | -3.2% |
| Q2 2021 | $624,000 | +1.3% | 5,772 | 0.0% | 0.38% | -0.5% |
| Q1 2021 | $616,000 | +19.8% | 5,772 | +2.8% | 0.38% | +4.4% |
| Q4 2020 | $514,000 | +9.8% | 5,617 | 0.0% | 0.36% | -2.9% |
| Q3 2020 | $468,000 | -0.6% | 5,617 | 0.0% | 0.37% | +2.5% |
| Q2 2020 | $471,000 | +9.0% | 5,617 | -1.3% | 0.36% | -9.2% |
| Q1 2020 | $432,000 | -17.9% | 5,692 | +1.3% | 0.40% | -3.8% |
| Q4 2019 | $526,000 | +14.6% | 5,617 | +6.7% | 0.42% | -20.7% |
| Q3 2018 | $459,000 | +4.1% | 5,262 | -1.0% | 0.53% | -7.1% |
| Q2 2018 | $441,000 | -8.9% | 5,316 | -9.3% | 0.57% | -11.8% |
| Q1 2018 | $484,000 | -4.7% | 5,863 | 0.0% | 0.64% | +3.5% |
| Q4 2017 | $508,000 | – | 5,863 | – | 0.62% | – |
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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% |