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 | $826,047 | -2.6% | 7,995 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $848,034 | +0.5% | 7,995 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $843,476 | -2.5% | 7,995 | 0.0% | 0.05% | -6.0% |
| Q4 2022 | $865,143 | +14.0% | 7,995 | 0.0% | 0.05% | -9.1% |
| Q3 2022 | $759,000 | -6.6% | 7,995 | 0.0% | 0.06% | -3.5% |
| Q2 2022 | $813,000 | -9.4% | 7,995 | 0.0% | 0.06% | +14.0% |
| Q1 2022 | $897,000 | +0.1% | 7,995 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $896,000 | -99.9% | 7,995 | 0.0% | 0.05% | -3.9% |
| Q3 2021 | $826,287,000 | -1.4% | 7,995 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $837,640,000 | +3.6% | 7,995 | 0.0% | 0.05% | +6.1% |
| Q1 2021 | $808,218,000 | +110312.3% | 7,995 | 0.0% | 0.05% | +6.5% |
| Q4 2020 | $732,000 | -99.8% | 7,995 | +85.6% | 0.05% | +2.2% |
| Q3 2020 | $348,649,000 | +2.6% | 4,308 | -13.4% | 0.04% | -4.3% |
| Q2 2020 | $339,726,000 | +11.5% | 4,976 | +15.5% | 0.05% | -14.5% |
| Q1 2020 | $304,794,000 | -24.5% | 4,308 | 0.0% | 0.06% | +3.8% |
| Q4 2019 | $403,706,000 | +105582.2% | 4,308 | 0.0% | 0.05% | -5.4% |
| Q3 2019 | $382,000 | -99.9% | 4,308 | -29.8% | 0.06% | -31.7% |
| Q2 2019 | $536,335,000 | – | 6,138 | – | 0.08% | – |
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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% |