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 | $34,415,563 | +66.4% | 333,094 | +70.9% | 0.43% | +26.9% |
| Q2 2023 | $20,678,170 | +1.3% | 194,944 | +0.8% | 0.34% | -2.9% |
| Q1 2023 | $20,412,833 | -2.5% | 193,482 | -0.0% | 0.35% | -14.3% |
| Q4 2022 | $20,942,500 | +31.8% | 193,531 | +15.6% | 0.41% | +14.0% |
| Q3 2022 | $15,889,000 | -5.6% | 167,412 | +1.2% | 0.36% | +0.3% |
| Q2 2022 | $16,835,000 | -21.2% | 165,465 | -13.0% | 0.36% | +21.2% |
| Q1 2022 | $21,355,000 | +91.6% | 190,243 | +91.4% | 0.29% | +1.0% |
| Q4 2021 | $11,146,000 | -13.3% | 99,421 | -20.0% | 0.29% | -8.5% |
| Q3 2021 | $12,850,000 | +16.0% | 124,339 | +17.6% | 0.32% | -19.1% |
| Q2 2021 | $11,073,000 | +12.6% | 105,693 | +8.6% | 0.39% | -35.1% |
| Q1 2021 | $9,835,000 | +13.8% | 97,333 | +3.0% | 0.60% | +2.2% |
| Q4 2020 | $8,646,000 | +4.0% | 94,516 | -8.0% | 0.59% | -26.5% |
| Q3 2020 | $8,316,000 | -9.3% | 102,702 | -11.7% | 0.80% | -12.4% |
| Q2 2020 | $9,171,000 | -10.2% | 116,266 | -19.5% | 0.92% | -43.6% |
| Q1 2020 | $10,211,000 | +360.6% | 144,347 | +510.1% | 1.63% | +136.8% |
| Q4 2019 | $2,217,000 | +15.1% | 23,658 | +8.8% | 0.69% | -17.4% |
| Q3 2019 | $1,926,000 | +10.2% | 21,739 | +8.7% | 0.83% | +30.4% |
| Q2 2019 | $1,748,000 | +10.6% | 19,990 | +8.4% | 0.64% | +7.6% |
| Q1 2019 | $1,581,000 | +13.3% | 18,446 | +3.2% | 0.59% | -30.0% |
| Q4 2018 | $1,395,000 | – | 17,881 | – | 0.85% | – |
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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% |