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 | $3,209,000 | +1.6% | 31,059 | +4.3% | 1.23% | +5.7% |
| Q2 2023 | $3,159,319 | +1.7% | 29,785 | +1.2% | 1.16% | -1.9% |
| Q1 2023 | $3,105,995 | -26.7% | 29,441 | -24.8% | 1.19% | -31.9% |
| Q4 2022 | $4,237,936 | +3.9% | 39,164 | -2.3% | 1.74% | -11.7% |
| Q3 2022 | $4,079,000 | 0.0% | 40,105 | 0.0% | 1.97% | +16.4% |
| Q2 2022 | $4,079,000 | -10.7% | 40,105 | -1.5% | 1.69% | +1.6% |
| Q1 2022 | $4,570,000 | +15.1% | 40,713 | +15.0% | 1.67% | +7.8% |
| Q4 2021 | $3,969,000 | +27.5% | 35,403 | +17.5% | 1.55% | +13.2% |
| Q3 2021 | $3,114,000 | -0.8% | 30,131 | +0.5% | 1.37% | 0.0% |
| Q2 2021 | $3,140,000 | +2.5% | 29,969 | -1.1% | 1.37% | -6.3% |
| Q1 2021 | $3,063,000 | +7.3% | 30,299 | -2.9% | 1.46% | +1.5% |
| Q4 2020 | $2,854,000 | +87.9% | 31,189 | +66.2% | 1.44% | +58.6% |
| Q3 2020 | $1,519,000 | -25.1% | 18,766 | -27.1% | 0.91% | -32.4% |
| Q2 2020 | $2,029,000 | -11.5% | 25,749 | -20.6% | 1.34% | -27.5% |
| Q1 2020 | $2,293,000 | -26.6% | 32,412 | -2.8% | 1.85% | -7.3% |
| Q4 2019 | $3,126,000 | – | 33,362 | – | 1.99% | – |
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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% |