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 | $234,807 | -1.9% | 2,273 | +0.8% | 0.14% | +2.2% |
| Q2 2023 | $239,271 | +1.4% | 2,256 | +0.8% | 0.14% | -3.5% |
| Q1 2023 | $235,997 | -1.8% | 2,237 | +0.7% | 0.14% | -8.4% |
| Q4 2022 | $240,345 | +13.9% | 2,221 | 0.0% | 0.16% | +3.3% |
| Q3 2022 | $211,000 | -6.6% | 2,221 | 0.0% | 0.15% | -10.7% |
| Q2 2022 | $226,000 | -9.2% | 2,221 | 0.0% | 0.17% | -7.2% |
| Q1 2022 | $249,000 | 0.0% | 2,221 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $249,000 | +9.2% | 2,221 | +0.8% | 0.18% | +3.5% |
| Q3 2021 | $228,000 | -0.4% | 2,203 | +0.7% | 0.17% | -6.6% |
| Q2 2021 | $229,000 | +4.1% | 2,187 | +0.7% | 0.18% | -7.1% |
| Q1 2021 | $220,000 | +11.7% | 2,171 | +0.6% | 0.20% | +1.0% |
| Q4 2020 | $197,000 | – | 2,157 | – | 0.19% | – |
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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% |