VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,565,346 | +0.7% | 63,544 | +3.4% | 3.36% | +4.1% |
| Q2 2023 | $6,520,337 | +15.6% | 61,472 | +14.9% | 3.23% | +5.5% |
| Q1 2023 | $5,642,183 | +8.0% | 53,480 | +10.8% | 3.06% | -1.7% |
| Q4 2022 | $5,223,145 | +23.9% | 48,269 | +8.7% | 3.12% | +5.5% |
| Q3 2022 | $4,215,000 | -0.7% | 44,421 | +6.4% | 2.96% | -1.0% |
| Q2 2022 | $4,245,000 | -6.2% | 41,740 | +3.6% | 2.98% | +4.7% |
| Q1 2022 | $4,525,000 | +5.7% | 40,309 | +5.6% | 2.85% | +6.5% |
| Q4 2021 | $4,279,000 | +12.6% | 38,168 | +3.8% | 2.68% | +10.7% |
| Q3 2021 | $3,799,000 | +2.6% | 36,756 | +4.0% | 2.42% | +0.6% |
| Q2 2021 | $3,701,000 | +5.1% | 35,330 | +1.4% | 2.40% | -4.3% |
| Q1 2021 | $3,523,000 | +27.1% | 34,851 | +15.0% | 2.51% | +12.5% |
| Q4 2020 | $2,772,000 | – | 30,294 | – | 2.23% | – |
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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% |