VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,000 | -2.3% | 7,956 | +0.3% | 0.29% | -3.7% |
| Q2 2023 | $841,112 | +8.9% | 7,930 | +8.3% | 0.30% | +5.3% |
| Q1 2023 | $772,366 | -2.5% | 7,321 | 0.0% | 0.28% | -7.5% |
| Q4 2022 | $792,205 | -99.9% | 7,321 | 0.0% | 0.31% | +5.1% |
| Q3 2022 | $694,616,000 | -6.7% | 7,321 | 0.0% | 0.29% | -2.7% |
| Q2 2022 | $744,546,000 | -9.4% | 7,321 | 0.0% | 0.30% | +3.4% |
| Q1 2022 | $822,186,000 | +6.9% | 7,321 | +6.7% | 0.29% | +11.5% |
| Q4 2021 | $769,411,000 | +8.5% | 6,863 | 0.0% | 0.26% | -1.5% |
| Q3 2021 | $709,291,000 | -2.1% | 6,863 | -0.7% | 0.26% | -7.3% |
| Q2 2021 | $724,275,000 | +34.4% | 6,913 | +29.7% | 0.29% | +28.8% |
| Q1 2021 | $538,810,000 | +19.0% | 5,330 | +7.7% | 0.22% | +3.3% |
| Q4 2020 | $452,883,000 | +5.4% | 4,949 | -6.8% | 0.22% | -3.6% |
| Q3 2020 | $429,819,000 | +2.3% | 5,311 | -0.4% | 0.22% | -5.9% |
| Q2 2020 | $420,213,000 | +111362.3% | 5,334 | 0.0% | 0.24% | -6.3% |
| Q1 2020 | $377,000 | -28.6% | 5,334 | -5.3% | 0.25% | -9.3% |
| Q4 2019 | $528,000 | +16.0% | 5,633 | +9.7% | 0.28% | +1.5% |
| Q3 2019 | $455,000 | +1.6% | 5,135 | 0.0% | 0.28% | -3.5% |
| Q2 2019 | $448,000 | -3.9% | 5,135 | -5.5% | 0.28% | -9.5% |
| Q1 2019 | $466,000 | +9.9% | 5,435 | 0.0% | 0.32% | -15.1% |
| Q4 2018 | $424,000 | – | 5,435 | – | 0.37% | – |
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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% |