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 | $635,016 | -17.5% | 6,146 | -15.3% | 0.13% | -17.5% |
| Q2 2023 | $769,350 | -5.1% | 7,253 | -5.6% | 0.16% | -10.6% |
| Q1 2023 | $810,533 | -8.3% | 7,683 | -6.0% | 0.18% | -13.1% |
| Q4 2022 | $884,127 | +7.7% | 8,170 | -5.6% | 0.21% | 0.0% |
| Q3 2022 | $821,000 | -12.3% | 8,654 | -5.9% | 0.21% | -9.6% |
| Q2 2022 | $936,000 | -15.3% | 9,201 | -6.6% | 0.23% | -20.0% |
| Q1 2022 | $1,105,000 | +0.6% | 9,848 | +0.5% | 0.28% | -2.1% |
| Q4 2021 | $1,098,000 | +12.6% | 9,796 | +3.8% | 0.29% | +3.2% |
| Q3 2021 | $975,000 | -2.3% | 9,436 | +0.7% | 0.28% | -2.1% |
| Q2 2021 | $998,000 | -6.6% | 9,375 | -11.4% | 0.29% | -14.8% |
| Q1 2021 | $1,069,000 | +8.4% | 10,577 | -1.8% | 0.34% | +3.7% |
| Q4 2020 | $986,000 | – | 10,772 | – | 0.33% | – |
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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% |