VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,183,894 | +4.3% | 379,248 | +7.1% | 6.97% | +2.6% |
| Q2 2023 | $37,563,876 | +2.2% | 354,142 | +1.7% | 6.80% | -3.6% |
| Q1 2023 | $36,737,609 | +0.1% | 348,224 | +2.7% | 7.05% | -6.8% |
| Q4 2022 | $36,706,704 | +19.9% | 339,217 | +5.2% | 7.56% | +5.5% |
| Q3 2022 | $30,605,000 | +1.1% | 322,562 | +8.4% | 7.17% | +1.5% |
| Q2 2022 | $30,273,000 | -1.9% | 297,666 | +8.2% | 7.06% | +8.0% |
| Q1 2022 | $30,867,000 | +10.7% | 274,983 | +10.6% | 6.54% | +11.8% |
| Q4 2021 | $27,871,000 | +21.1% | 248,604 | +11.6% | 5.85% | +3.8% |
| Q3 2021 | $23,019,000 | +5.9% | 222,726 | +7.3% | 5.64% | +0.0% |
| Q2 2021 | $21,741,000 | +11.6% | 207,512 | +7.7% | 5.64% | -1.8% |
| Q1 2021 | $19,473,000 | +22.5% | 192,634 | +10.9% | 5.74% | +7.6% |
| Q4 2020 | $15,901,000 | +15.1% | 173,763 | +1.8% | 5.33% | +8.3% |
| Q3 2020 | $13,816,000 | +5.8% | 170,714 | +3.0% | 4.93% | -5.3% |
| Q2 2020 | $13,055,000 | +6.3% | 165,713 | -4.5% | 5.20% | -8.7% |
| Q1 2020 | $12,282,000 | -18.4% | 173,593 | +8.0% | 5.69% | -15.1% |
| Q4 2019 | $15,057,000 | +23.6% | 160,679 | +17.1% | 6.71% | +6.5% |
| Q3 2019 | $12,180,000 | +8.9% | 137,270 | +7.3% | 6.30% | +1.1% |
| Q2 2019 | $11,183,000 | +38.2% | 127,976 | +35.5% | 6.23% | +8.1% |
| Q1 2019 | $8,090,000 | +30.0% | 94,448 | +18.4% | 5.76% | +4.9% |
| Q4 2018 | $6,221,000 | – | 79,766 | – | 5.49% | – |
Download | ||||||
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% |