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 | $612,804 | -2.5% | 5,931 | +0.1% | 0.75% | +4.2% |
| Q2 2023 | $628,200 | +0.7% | 5,923 | +0.2% | 0.72% | -7.5% |
| Q1 2023 | $623,805 | -2.4% | 5,913 | +0.1% | 0.78% | -11.6% |
| Q4 2022 | $638,963 | +14.3% | 5,905 | +0.2% | 0.88% | +7.9% |
| Q3 2022 | $559,000 | -7.5% | 5,895 | -0.8% | 0.82% | -1.3% |
| Q2 2022 | $604,000 | -26.1% | 5,942 | -18.4% | 0.83% | -13.5% |
| Q1 2022 | $817,000 | +0.1% | 7,280 | -0.1% | 0.96% | +3.9% |
| Q4 2021 | $816,000 | – | 7,288 | – | 0.92% | – |
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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% |