VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248,188 | -21.9% | 12,081 | -19.9% | 0.74% | -21.7% |
| Q2 2023 | $1,599,122 | -4.1% | 15,076 | -4.6% | 0.95% | -9.4% |
| Q1 2023 | $1,666,707 | -13.7% | 15,798 | -11.5% | 1.05% | -17.3% |
| Q4 2022 | $1,932,158 | +10.2% | 17,856 | -3.4% | 1.27% | +2.3% |
| Q3 2022 | $1,754,000 | -10.0% | 18,485 | -3.6% | 1.24% | -2.9% |
| Q2 2022 | $1,949,000 | -9.6% | 19,167 | -0.3% | 1.28% | +8.3% |
| Q4 2021 | $2,155,000 | -0.7% | 19,225 | -0.5% | 1.18% | -5.6% |
| Q1 2021 | $2,170,000 | – | 19,331 | – | 1.25% | – |
Download | ||||||
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% |