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 | $5,107,418 | -59.6% | 49,433 | -58.5% | 1.67% | -68.7% |
| Q2 2023 | $12,637,181 | -1.4% | 119,140 | -1.9% | 5.35% | -5.0% |
| Q1 2023 | $12,811,920 | -29.6% | 121,440 | -27.8% | 5.64% | -6.7% |
| Q4 2022 | $18,208,280 | +34.8% | 168,268 | +18.2% | 6.04% | +14.7% |
| Q3 2022 | $13,511,000 | -30.9% | 142,400 | -25.9% | 5.27% | -32.0% |
| Q2 2022 | $19,554,000 | -26.3% | 192,273 | -18.6% | 7.75% | -16.5% |
| Q1 2022 | $26,515,000 | +142.1% | 236,193 | +141.8% | 9.28% | +105.3% |
| Q4 2021 | $10,951,000 | +8.0% | 97,677 | -0.4% | 4.52% | +9.7% |
| Q3 2021 | $10,136,000 | -1.8% | 98,077 | -0.4% | 4.12% | -12.2% |
| Q2 2021 | $10,317,000 | +9.0% | 98,477 | +5.2% | 4.69% | +8.0% |
| Q1 2021 | $9,464,000 | +9.9% | 93,627 | -0.5% | 4.35% | -13.6% |
| Q4 2020 | $8,612,000 | – | 94,107 | – | 5.03% | – |
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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% |