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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $340,000 | -35.1% | 3,969 | -38.6% | 0.06% | -22.7% |
| Q3 2017 | $524,000 | -37.0% | 6,469 | -39.2% | 0.08% | -47.2% |
| Q2 2017 | $832,000 | -20.7% | 10,645 | -21.3% | 0.14% | -27.9% |
| Q1 2017 | $1,049,000 | -11.6% | 13,520 | -13.7% | 0.20% | -5.7% |
| Q4 2016 | $1,187,000 | +2.6% | 15,666 | -3.4% | 0.21% | -4.6% |
| Q3 2016 | $1,157,000 | -2.9% | 16,224 | -1.7% | 0.22% | +5.3% |
| Q2 2016 | $1,192,000 | -2.9% | 16,497 | -6.3% | 0.21% | -5.9% |
| Q1 2016 | $1,228,000 | +2.9% | 17,608 | -5.1% | 0.22% | +6.2% |
| Q4 2015 | $1,193,000 | -2.4% | 18,562 | +2.2% | 0.21% | -7.6% |
| Q3 2015 | $1,222,000 | -24.1% | 18,160 | -24.1% | 0.22% | -12.5% |
| Q2 2015 | $1,610,000 | -9.0% | 23,921 | -7.7% | 0.26% | -15.5% |
| Q1 2015 | $1,769,000 | – | 25,904 | – | 0.30% | – |
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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% |