VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,451 | +37.2% | 12,132 | +49.5% | 0.07% | +43.5% |
| Q2 2023 | $887,226 | +11.2% | 8,116 | +9.2% | 0.05% | -2.1% |
| Q1 2023 | $798,011 | +2.0% | 7,434 | +5.2% | 0.05% | -2.1% |
| Q4 2022 | $782,305 | +28.0% | 7,068 | +24.4% | 0.05% | +9.1% |
| Q3 2022 | $611,000 | +3.9% | 5,681 | +2.7% | 0.04% | +2.3% |
| Q2 2022 | $588,000 | +16.9% | 5,529 | +17.2% | 0.04% | +13.2% |
| Q1 2022 | $503,000 | -7.7% | 4,717 | -4.3% | 0.04% | -2.6% |
| Q4 2021 | $545,000 | +7.5% | 4,929 | +7.4% | 0.04% | +8.3% |
| Q3 2021 | $507,000 | -33.1% | 4,590 | -36.2% | 0.04% | +28.6% |
| Q2 2021 | $758,000 | +146.1% | 7,196 | +140.3% | 0.03% | +12.0% |
| Q1 2021 | $308,000 | +23.2% | 2,994 | +12.6% | 0.02% | +4.2% |
| Q4 2020 | $250,000 | +17.9% | 2,659 | +3.4% | 0.02% | -4.0% |
| Q3 2020 | $212,000 | -51.2% | 2,571 | -51.7% | 0.02% | -53.7% |
| Q2 2020 | $434,000 | +13.0% | 5,318 | +8.0% | 0.05% | -8.5% |
| Q1 2020 | $384,000 | -22.3% | 4,926 | -5.7% | 0.06% | -3.3% |
| Q4 2019 | $494,000 | – | 5,221 | – | 0.06% | – |
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% |