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 | $201,136 | -35.4% | 1,947 | -33.7% | 0.18% | -33.5% |
| Q2 2023 | $311,314 | -14.4% | 2,935 | -14.8% | 0.27% | -25.1% |
| Q1 2023 | $363,554 | -19.0% | 3,446 | -16.9% | 0.36% | -25.3% |
| Q4 2022 | $448,748 | +13.9% | 4,147 | -0.1% | 0.48% | +0.4% |
| Q3 2022 | $393,821 | -9.2% | 4,151 | -2.7% | 0.47% | -2.9% |
| Q2 2022 | $433,690 | -7.4% | 4,264 | +2.2% | 0.49% | +2.1% |
| Q1 2022 | $468,314 | +2.3% | 4,172 | +2.2% | 0.48% | +16.1% |
| Q4 2021 | $457,743 | – | 4,083 | – | 0.41% | – |
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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% |