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 | $420,155 | -2.3% | 4,066 | +0.3% | 0.25% | 0.0% |
| Q2 2023 | $430,077 | +0.9% | 4,054 | +0.3% | 0.25% | -4.9% |
| Q1 2023 | $426,361 | -2.2% | 4,041 | +0.3% | 0.26% | -11.7% |
| Q4 2022 | $436,102 | +20.5% | 4,030 | +5.6% | 0.30% | +19.7% |
| Q3 2022 | $362,000 | +4.0% | 3,816 | +11.5% | 0.25% | +0.4% |
| Q2 2022 | $348,000 | +16.0% | 3,422 | +28.1% | 0.25% | +30.5% |
| Q1 2022 | $300,000 | +26.1% | 2,671 | +25.6% | 0.19% | +30.1% |
| Q4 2021 | $238,000 | +8.2% | 2,126 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $220,000 | -1.3% | 2,126 | 0.0% | 0.14% | +5.1% |
| Q2 2021 | $223,000 | +3.7% | 2,126 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $215,000 | – | 2,126 | – | 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% |