VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,568 | -2.5% | 11,427 | +0.1% | 0.17% | -0.6% |
| Q2 2023 | $1,210,774 | +7.1% | 11,415 | +6.5% | 0.17% | +3.0% |
| Q1 2023 | $1,130,350 | -3.6% | 10,714 | -1.1% | 0.16% | -10.4% |
| Q4 2022 | $1,172,072 | +14.3% | 10,831 | +0.2% | 0.18% | -1.6% |
| Q3 2022 | $1,025,000 | -5.0% | 10,804 | +1.9% | 0.19% | -1.6% |
| Q2 2022 | $1,079,000 | +8.0% | 10,606 | +7.3% | 0.19% | 0.0% |
| Q1 2022 | $999,000 | -18.9% | 9,886 | -10.1% | 0.19% | +1.6% |
| Q4 2021 | $1,232,000 | +15.5% | 10,992 | +6.5% | 0.19% | +6.9% |
| Q3 2021 | $1,067,000 | -1.7% | 10,325 | +0.0% | 0.17% | -4.4% |
| Q2 2021 | $1,085,000 | +7.7% | 10,322 | +4.4% | 0.18% | -3.7% |
| Q1 2021 | $1,007,000 | +69.0% | 9,886 | +51.7% | 0.19% | +51.2% |
| Q4 2020 | $596,000 | +150.4% | 6,515 | +123.0% | 0.12% | +86.6% |
| Q3 2020 | $238,000 | – | 2,922 | – | 0.07% | – |
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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% |