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 | $383,732 | -4.5% | 3,714 | -2.0% | 0.40% | +0.5% |
| Q2 2023 | $402,000 | +3.9% | 3,789 | +3.4% | 0.39% | -1.0% |
| Q1 2023 | $387,000 | -1.8% | 3,664 | +0.6% | 0.40% | -12.1% |
| Q4 2022 | $394,000 | +8.5% | 3,643 | -4.8% | 0.45% | -17.2% |
| Q3 2022 | $363,000 | -4.5% | 3,827 | +2.5% | 0.55% | -3.5% |
| Q2 2022 | $380,000 | -63.6% | 3,733 | -59.9% | 0.57% | -55.4% |
| Q4 2021 | $1,044,000 | -82.4% | 9,311 | -83.5% | 1.27% | -46.2% |
| Q2 2021 | $5,922,000 | +7.4% | 56,521 | +3.6% | 2.36% | -18.3% |
| Q1 2021 | $5,514,000 | +7.6% | 54,549 | -2.6% | 2.89% | -4.5% |
| Q4 2020 | $5,126,000 | +7.4% | 56,019 | -5.0% | 3.03% | -13.6% |
| Q3 2020 | $4,774,000 | -9.1% | 58,993 | -11.5% | 3.50% | -26.9% |
| Q2 2020 | $5,251,000 | +6.3% | 66,659 | -4.5% | 4.79% | -13.4% |
| Q1 2020 | $4,938,000 | -22.1% | 69,801 | +3.2% | 5.53% | +3.3% |
| Q4 2019 | $6,340,000 | – | 67,659 | – | 5.36% | – |
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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% |