VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,085,197 | -0.8% | 68,575 | +1.8% | 1.73% | +0.2% |
| Q2 2023 | $7,144,536 | -2.5% | 67,357 | -3.0% | 1.73% | -8.0% |
| Q1 2023 | $7,329,318 | -1.3% | 69,472 | +1.2% | 1.88% | -8.0% |
| Q4 2022 | $7,426,224 | +23.4% | 68,628 | +8.2% | 2.04% | -1.9% |
| Q3 2022 | $6,020,000 | -4.5% | 63,451 | +2.4% | 2.08% | +27.2% |
| Q2 2022 | $6,301,000 | -5.1% | 61,953 | +4.8% | 1.63% | -5.5% |
| Q1 2022 | $6,638,000 | +4.0% | 59,137 | +3.9% | 1.73% | +1.4% |
| Q4 2021 | $6,380,000 | +8.6% | 56,909 | +0.2% | 1.71% | +0.3% |
| Q3 2021 | $5,873,000 | -1.1% | 56,823 | +0.2% | 1.70% | -2.7% |
| Q2 2021 | $5,941,000 | +7.8% | 56,702 | +4.0% | 1.75% | +6.6% |
| Q1 2021 | $5,513,000 | +18.6% | 54,536 | +7.3% | 1.64% | +10.4% |
| Q4 2020 | $4,650,000 | +23.8% | 50,814 | +9.5% | 1.49% | +12.2% |
| Q3 2020 | $3,756,000 | -0.7% | 46,412 | -3.4% | 1.32% | -15.0% |
| Q2 2020 | $3,783,000 | +13.9% | 48,060 | +2.3% | 1.56% | -12.0% |
| Q1 2020 | $3,322,000 | -19.7% | 46,959 | +6.4% | 1.77% | -11.0% |
| Q4 2019 | $4,135,000 | – | 44,122 | – | 1.99% | – |
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% |