VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,961 | +1.8% | 2,458 | +4.6% | 0.02% | 0.0% |
| Q2 2023 | $249,371 | -17.5% | 2,351 | -17.9% | 0.02% | -19.4% |
| Q1 2023 | $302,258 | +18.8% | 2,865 | +21.9% | 0.03% | +6.9% |
| Q4 2022 | $254,402 | +263.4% | 2,351 | +216.4% | 0.03% | +222.2% |
| Q3 2022 | $70,000 | -7.9% | 743 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $76,000 | -8.4% | 743 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $83,000 | 0.0% | 743 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $83,000 | -1.2% | 743 | -8.7% | 0.01% | -16.7% |
| Q3 2021 | $84,000 | -1.2% | 814 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $85,000 | +3.7% | 814 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $82,000 | +10.8% | 814 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $74,000 | -3.9% | 814 | -14.9% | 0.01% | -17.6% |
| Q3 2020 | $77,000 | +30.5% | 956 | +28.7% | 0.02% | +30.8% |
| Q2 2020 | $59,000 | -10.6% | 743 | -20.0% | 0.01% | +18.2% |
| Q1 2020 | $66,000 | -4.3% | 929 | +25.0% | 0.01% | +37.5% |
| Q4 2019 | $69,000 | -29.6% | 743 | -52.5% | 0.01% | -88.2% |
| Q3 2015 | $98,000 | -6.7% | 1,565 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $105,000 | – | 1,565 | – | 0.07% | – |
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% |