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 | $424 | -3.0% | 4,107 | -0.2% | 0.17% | -18.1% |
| Q2 2023 | $437 | +4.0% | 4,117 | +3.3% | 0.21% | +28.8% |
| Q1 2023 | $420 | -2.3% | 3,985 | +0.3% | 0.16% | +1.2% |
| Q4 2022 | $430 | -99.9% | 3,973 | -0.7% | 0.16% | 0.0% |
| Q3 2022 | $380,000 | -5.2% | 4,003 | +1.6% | 0.16% | +3.9% |
| Q2 2022 | $401,000 | -22.6% | 3,940 | -14.6% | 0.16% | -6.6% |
| Q1 2022 | $518,000 | – | 4,611 | – | 0.17% | – |
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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% |