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 | $5,683,356 | -2.6% | 55,007 | +0.0% | 3.98% | -3.2% |
| Q2 2023 | $5,834,457 | +1.1% | 55,006 | +0.6% | 4.11% | -2.8% |
| Q1 2023 | $5,771,000 | -1.3% | 54,701 | +1.3% | 4.23% | -7.6% |
| Q4 2022 | $5,844,577 | +13.6% | 54,011 | -0.4% | 4.57% | +8.6% |
| Q3 2022 | $5,145,000 | -6.4% | 54,227 | +0.4% | 4.21% | -0.1% |
| Q2 2022 | $5,494,000 | -6.5% | 54,024 | +3.2% | 4.22% | +8.6% |
| Q1 2022 | $5,877,000 | +2.1% | 52,354 | +2.0% | 3.88% | +3.7% |
| Q4 2021 | $5,757,000 | +10.4% | 51,347 | +1.8% | 3.74% | +14.9% |
| Q3 2021 | $5,215,000 | +1.5% | 50,462 | +2.9% | 3.26% | +5.4% |
| Q2 2021 | $5,138,000 | +3.4% | 49,046 | -0.2% | 3.09% | -5.9% |
| Q1 2021 | $4,967,000 | +14.4% | 49,137 | +3.5% | 3.28% | +5.0% |
| Q4 2020 | $4,343,000 | +10.0% | 47,467 | -1.1% | 3.13% | -1.5% |
| Q3 2020 | $3,949,000 | -11.4% | 47,981 | -9.8% | 3.17% | -9.2% |
| Q2 2020 | $4,455,000 | +6.4% | 53,165 | -10.2% | 3.49% | -15.7% |
| Q1 2020 | $4,188,000 | -12.3% | 59,202 | +16.2% | 4.14% | +7.0% |
| Q4 2019 | $4,774,000 | +9.7% | 50,939 | +3.9% | 3.87% | -17.0% |
| Q3 2019 | $4,351,000 | – | 49,034 | – | 4.66% | – |
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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% |