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 | $200,744 | -26.6% | 1,943 | -24.7% | 0.06% | -28.8% |
| Q2 2023 | $273,543 | -20.9% | 2,579 | -21.3% | 0.08% | -20.0% |
| Q1 2023 | $345,919 | +89284.8% | 3,279 | -8.4% | 0.10% | -20.0% |
| Q4 2022 | $387 | -99.9% | 3,579 | -4.1% | 0.12% | +1.6% |
| Q3 2022 | $354,000 | -7.6% | 3,731 | -1.0% | 0.12% | -0.8% |
| Q2 2022 | $383,000 | -14.7% | 3,770 | -5.7% | 0.12% | -0.8% |
| Q1 2022 | $449,000 | +0.2% | 3,999 | +0.2% | 0.12% | 0.0% |
| Q4 2021 | $448,000 | +8.0% | 3,993 | -0.5% | 0.12% | -0.8% |
| Q3 2021 | $415,000 | -1.2% | 4,013 | +0.2% | 0.13% | -1.6% |
| Q2 2021 | $420,000 | +10.2% | 4,005 | +6.3% | 0.13% | +4.1% |
| Q1 2021 | $381,000 | +27.9% | 3,768 | +15.5% | 0.12% | +18.3% |
| Q4 2020 | $298,000 | +13.3% | 3,261 | +0.3% | 0.10% | -1.9% |
| Q3 2020 | $263,000 | +3.1% | 3,252 | +0.3% | 0.11% | +32.5% |
| Q2 2020 | $255,000 | -17.7% | 3,243 | -26.0% | 0.08% | -41.6% |
| Q1 2020 | $310,000 | -29.4% | 4,382 | -6.5% | 0.14% | -23.0% |
| Q4 2019 | $439,000 | +21.3% | 4,687 | +13.6% | 0.18% | -13.6% |
| Q3 2019 | $362,000 | +16.8% | 4,126 | +16.4% | 0.21% | +10.8% |
| Q2 2019 | $310,000 | +2.3% | 3,544 | +0.1% | 0.19% | -10.6% |
| Q1 2019 | $303,000 | -4.4% | 3,540 | -12.9% | 0.21% | -25.7% |
| Q4 2018 | $317,000 | – | 4,065 | – | 0.28% | – |
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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% |