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 | $479,718 | +64.9% | 4,643 | +69.3% | 0.24% | +72.3% |
| Q2 2023 | $290,938 | -2.0% | 2,743 | +0.1% | 0.14% | -15.6% |
| Q4 2022 | $297,000 | -99.9% | 2,741 | +0.6% | 0.17% | +16.0% |
| Q3 2022 | $259,000,000 | -4.8% | 2,725 | +2.1% | 0.14% | +9.1% |
| Q2 2022 | $272,000,000 | -8.7% | 2,669 | +0.5% | 0.13% | +11.9% |
| Q1 2022 | $298,000,000 | +0.3% | 2,655 | +0.4% | 0.12% | +32.6% |
| Q4 2021 | $297,000,000 | +18.3% | 2,645 | +9.0% | 0.09% | -9.2% |
| Q3 2021 | $251,000,000 | +23.6% | 2,426 | +24.9% | 0.10% | +27.3% |
| Q2 2021 | $203,000,000 | – | 1,942 | – | 0.08% | – |
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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% |