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 | $166,142 | -2.6% | 1,608 | 0.0% | 0.07% | -4.0% |
| Q2 2023 | $170,518 | +0.6% | 1,608 | +0.1% | 0.08% | -8.5% |
| Q1 2023 | $169,552 | +2.6% | 1,607 | +5.2% | 0.08% | -6.8% |
| Q4 2022 | $165,207 | -21.3% | 1,527 | -30.9% | 0.09% | -20.0% |
| Q3 2022 | $210,000 | -6.7% | 2,209 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $225,000 | +55.2% | 2,209 | +71.1% | 0.11% | +85.0% |
| Q1 2022 | $145,000 | +141.7% | 1,291 | +140.9% | 0.06% | +150.0% |
| Q4 2021 | $60,000 | +9.1% | 536 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $55,000 | -33.7% | 536 | -39.6% | 0.02% | -52.8% |
| Q4 2019 | $83,000 | – | 888 | – | 0.05% | – |
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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% |