VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,159 | -20.4% | 4,194 | -17.1% | 0.31% | -18.9% |
| Q2 2023 | $543,243 | -1.7% | 5,058 | -2.9% | 0.38% | -9.5% |
| Q1 2023 | $552,680 | -3.3% | 5,211 | +0.4% | 0.42% | -4.3% |
| Q4 2022 | $571,376 | +16.6% | 5,191 | +0.6% | 0.44% | +2.8% |
| Q3 2022 | $490,000 | -8.4% | 5,160 | -1.7% | 0.43% | -2.1% |
| Q2 2022 | $535,000 | -6.1% | 5,249 | +0.4% | 0.44% | -2.5% |
| Q1 2022 | $570,000 | +0.9% | 5,226 | +3.1% | 0.45% | +5.2% |
| Q4 2021 | $565,000 | – | 5,067 | – | 0.43% | – |
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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% |