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 | $4,249,078 | +4.1% | 41,125 | +6.9% | 0.53% | -1.3% |
Q2 2023 | $4,080,166 | -6.5% | 38,467 | -7.0% | 0.54% | -10.7% |
Q1 2023 | $4,362,987 | +44.5% | 41,355 | +48.2% | 0.60% | -6.3% |
Q4 2022 | $3,020,162 | +41.7% | 27,910 | +24.3% | 0.64% | +33.7% |
Q3 2022 | $2,131,000 | -6.4% | 22,460 | +0.4% | 0.48% | +0.4% |
Q2 2022 | $2,276,000 | +4.5% | 22,379 | +15.3% | 0.48% | +15.0% |
Q1 2022 | $2,178,000 | +27.1% | 19,401 | +27.0% | 0.41% | +27.8% |
Q4 2021 | $1,713,000 | +48.3% | 15,276 | +36.6% | 0.32% | +34.4% |
Q3 2021 | $1,155,000 | +13.1% | 11,180 | +14.7% | 0.24% | +12.1% |
Q2 2021 | $1,021,000 | +38.5% | 9,749 | +33.8% | 0.22% | +25.0% |
Q1 2021 | $737,000 | -4.5% | 7,288 | -13.7% | 0.17% | -9.0% |
Q4 2020 | $772,000 | +45.7% | 8,442 | +28.9% | 0.19% | +35.0% |
Q3 2020 | $530,000 | +6.6% | 6,548 | +3.7% | 0.14% | 0.0% |
Q2 2020 | $497,000 | -5.2% | 6,312 | -14.8% | 0.14% | -22.7% |
Q1 2020 | $524,000 | -26.7% | 7,408 | -2.9% | 0.18% | -10.4% |
Q4 2019 | $715,000 | +29.8% | 7,632 | +22.8% | 0.20% | +23.2% |
Q3 2019 | $551,000 | +12.0% | 6,214 | +10.3% | 0.16% | +13.1% |
Q2 2019 | $492,000 | – | 5,632 | – | 0.14% | – |
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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% |