VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,823 | -21.8% | 6,793 | -19.8% | 0.02% | -20.0% |
| Q2 2023 | $898,016 | -1.1% | 8,466 | -1.7% | 0.03% | -9.1% |
| Q1 2023 | $908,383 | -52.4% | 8,610 | -51.2% | 0.03% | -56.6% |
| Q4 2022 | $1,907,338 | +101.4% | 17,626 | +76.6% | 0.08% | +85.4% |
| Q3 2022 | $947,000 | -9.8% | 9,979 | -3.3% | 0.04% | -4.7% |
| Q2 2022 | $1,050,000 | +2.5% | 10,321 | +13.0% | 0.04% | +19.4% |
| Q1 2022 | $1,024,000 | +286.4% | 9,130 | +285.7% | 0.04% | +300.0% |
| Q4 2021 | $265,000 | – | 2,367 | – | 0.01% | – |
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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% |