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 | $1,079,797 | -2.6% | 10,451 | 0.0% | 0.36% | +1.1% |
| Q2 2023 | $1,108,538 | +0.5% | 10,451 | 0.0% | 0.36% | -11.9% |
| Q1 2023 | $1,102,581 | -2.5% | 10,451 | -0.0% | 0.40% | -10.8% |
| Q4 2022 | $1,131,011 | +103.4% | 10,452 | +78.5% | 0.45% | +98.2% |
| Q3 2022 | $556,000 | -16.4% | 5,855 | -10.4% | 0.23% | -13.6% |
| Q2 2022 | $665,000 | -9.4% | 6,535 | 0.0% | 0.26% | +6.5% |
| Q1 2022 | $734,000 | +11.9% | 6,535 | +11.6% | 0.25% | +15.3% |
| Q4 2021 | $656,000 | +8.4% | 5,855 | 0.0% | 0.22% | -2.3% |
| Q3 2021 | $605,000 | -1.3% | 5,855 | 0.0% | 0.22% | -17.3% |
| Q2 2021 | $613,000 | +2.5% | 5,855 | -1.1% | 0.27% | +0.4% |
| Q1 2021 | $598,000 | +1.9% | 5,918 | -7.7% | 0.26% | -7.3% |
| Q4 2020 | $587,000 | +12.7% | 6,410 | -0.4% | 0.29% | -6.8% |
| Q3 2020 | $521,000 | -10.3% | 6,435 | -12.8% | 0.31% | -26.4% |
| Q2 2020 | $581,000 | +3.2% | 7,378 | -7.2% | 0.42% | +12.1% |
| Q1 2020 | $563,000 | +1.4% | 7,952 | +34.3% | 0.37% | +16.6% |
| Q4 2019 | $555,000 | – | 5,922 | – | 0.32% | – |
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% |