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 | $5,415,311 | +8.5% | 52,413 | +11.4% | 0.60% | +12.5% |
| Q2 2023 | $4,991,972 | +156.1% | 47,063 | +154.8% | 0.53% | +138.7% |
| Q1 2023 | $1,948,902 | +122.1% | 18,473 | +127.8% | 0.22% | +113.5% |
| Q4 2022 | $877,583 | +135.3% | 8,110 | +106.4% | 0.10% | +116.7% |
| Q3 2022 | $373,000 | +186.9% | 3,929 | +206.2% | 0.05% | +200.0% |
| Q2 2022 | $130,000 | +32.7% | 1,283 | +46.3% | 0.02% | +45.5% |
| Q1 2022 | $98,000 | +63.3% | 877 | +63.0% | 0.01% | +57.1% |
| Q4 2021 | $60,000 | +7.1% | 538 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $56,000 | -49.1% | 538 | -50.0% | 0.01% | 0.0% |
| Q2 2021 | $110,000 | +103.7% | 1,076 | +100.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | +28.6% | 538 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $42,000 | +23.5% | 538 | +10.5% | 0.01% | +14.3% |
| Q1 2020 | $34,000 | -26.1% | 487 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $46,000 | -22.0% | 487 | -26.2% | 0.01% | -20.0% |
| Q3 2019 | $59,000 | +1.7% | 660 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $58,000 | – | 660 | – | 0.01% | – |
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% |