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 | $3,002,434 | -13.9% | 29,056 | -11.6% | 2.39% | -9.5% |
| Q2 2023 | $3,488,722 | +9.0% | 32,885 | +8.4% | 2.64% | +12.5% |
| Q1 2023 | $3,201,561 | -0.9% | 30,347 | +1.7% | 2.35% | -6.2% |
| Q4 2022 | $3,230,031 | +34.0% | 29,850 | +17.5% | 2.50% | +14.7% |
| Q3 2022 | $2,410,000 | -0.7% | 25,400 | +6.5% | 2.18% | +3.1% |
| Q2 2022 | $2,426,000 | +4.3% | 23,851 | +15.1% | 2.12% | +18.3% |
| Q1 2022 | $2,325,000 | +15.3% | 20,714 | +15.1% | 1.79% | +15.2% |
| Q4 2021 | $2,017,000 | – | 17,990 | – | 1.55% | – |
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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% |