VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638 | -5.1% | 6,171 | -3.2% | 0.17% | +13.6% |
| Q1 2023 | $672 | -1.6% | 6,374 | +1.0% | 0.15% | -10.4% |
| Q4 2022 | $683 | -99.9% | 6,311 | +0.2% | 0.16% | 0.0% |
| Q3 2022 | $598,000 | -6.6% | 6,301 | +0.1% | 0.16% | -6.3% |
| Q2 2022 | $640,000 | -9.2% | 6,294 | +0.1% | 0.18% | -2.8% |
| Q1 2022 | $705,000 | +0.1% | 6,285 | +0.1% | 0.18% | -4.8% |
| Q4 2021 | $704,000 | +6.5% | 6,279 | -0.5% | 0.19% | -17.1% |
| Q2 2021 | $661,000 | +3.3% | 6,310 | +0.1% | 0.23% | -2.6% |
| Q1 2021 | $640,000 | +11.1% | 6,303 | +0.1% | 0.23% | -10.0% |
| Q4 2020 | $576,000 | +13.2% | 6,296 | +0.1% | 0.26% | -4.1% |
| Q3 2020 | $509,000 | +2.8% | 6,287 | +0.1% | 0.27% | -5.9% |
| Q2 2020 | $495,000 | +11.7% | 6,279 | +0.2% | 0.29% | -6.2% |
| Q1 2020 | $443,000 | -22.3% | 6,268 | +3.1% | 0.31% | -11.0% |
| Q4 2019 | $570,000 | – | 6,078 | – | 0.34% | – |
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% |