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 | $1,534,016 | +45.7% | 14,847 | +49.6% | 0.64% | +45.9% |
| Q2 2023 | $1,052,745 | +100448.7% | 9,925 | 0.0% | 0.44% | -8.4% |
| Q1 2023 | $1,047 | -5.2% | 9,925 | -2.8% | 0.48% | -10.8% |
| Q4 2022 | $1,105 | -98.5% | 10,215 | +1218.1% | 0.54% | +808.5% |
| Q3 2022 | $74,000 | -92.2% | 775 | -91.7% | 0.06% | -85.0% |
| Q2 2022 | $950,000 | -8.8% | 9,345 | +0.7% | 0.39% | -2.0% |
| Q1 2022 | $1,042,000 | +5.0% | 9,280 | +4.9% | 0.40% | -7.2% |
| Q4 2021 | $992,000 | +10.0% | 8,850 | +1.4% | 0.43% | +4.3% |
| Q3 2021 | $902,000 | +27.9% | 8,725 | +29.7% | 0.42% | +22.4% |
| Q2 2021 | $705,000 | +4.0% | 6,725 | +0.2% | 0.34% | +10.1% |
| Q1 2021 | $678,000 | +10.4% | 6,710 | 0.0% | 0.31% | +9.2% |
| Q4 2020 | $614,000 | +11.4% | 6,710 | -1.5% | 0.28% | -8.7% |
| Q3 2020 | $551,000 | +2.8% | 6,810 | 0.0% | 0.31% | -6.9% |
| Q2 2020 | $536,000 | -6.8% | 6,810 | +10.9% | 0.33% | -11.2% |
| Q4 2019 | $575,000 | – | 6,140 | – | 0.37% | – |
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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% |