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 | $766,663 | -1.9% | 7,420 | +0.7% | 0.11% | +0.9% |
| Q2 2023 | $781,276 | +1.5% | 7,366 | +1.0% | 0.11% | -5.1% |
| Q1 2023 | $769,764 | -2.4% | 7,296 | +0.1% | 0.12% | -8.6% |
| Q4 2022 | $788,650 | +21.0% | 7,288 | +6.1% | 0.13% | +2.4% |
| Q3 2022 | $652,000 | -5.4% | 6,867 | +1.4% | 0.12% | -1.6% |
| Q2 2022 | $689,000 | -9.2% | 6,774 | +0.2% | 0.13% | 0.0% |
| Q1 2022 | $759,000 | +2.4% | 6,760 | +2.3% | 0.13% | -9.9% |
| Q4 2021 | $741,000 | +9.1% | 6,611 | +0.7% | 0.14% | -2.1% |
| Q3 2021 | $679,000 | -1.2% | 6,566 | +0.1% | 0.14% | -4.0% |
| Q2 2021 | $687,000 | +36.9% | 6,558 | +32.0% | 0.15% | +24.0% |
| Q1 2021 | $502,000 | +1.2% | 4,970 | -8.4% | 0.12% | +146.9% |
| Q4 2020 | $496,000 | +15.9% | 5,423 | +2.7% | 0.05% | -2.0% |
| Q3 2020 | $428,000 | +4.9% | 5,283 | +2.0% | 0.05% | +11.1% |
| Q2 2020 | $408,000 | +9.7% | 5,177 | -1.7% | 0.04% | -11.8% |
| Q1 2020 | $372,000 | -24.1% | 5,264 | +0.7% | 0.05% | -27.1% |
| Q4 2019 | $490,000 | +6.5% | 5,226 | +0.8% | 0.07% | -18.6% |
| Q3 2019 | $460,000 | +2.2% | 5,187 | +0.8% | 0.09% | -1.1% |
| Q2 2019 | $450,000 | +10.6% | 5,146 | +8.4% | 0.09% | +4.8% |
| Q1 2019 | $407,000 | +10.6% | 4,749 | +0.7% | 0.08% | -15.3% |
| Q4 2018 | $368,000 | – | 4,717 | – | 0.10% | – |
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% |