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 | $3,431,688 | -0.2% | 33,214 | +2.4% | 1.18% | +1.6% |
| Q2 2023 | $3,440,079 | +11.9% | 32,432 | +11.3% | 1.16% | -4.0% |
| Q1 2023 | $3,075,249 | -2.1% | 29,149 | +0.5% | 1.21% | -0.1% |
| Q4 2022 | $3,139,956 | +8.3% | 29,017 | -5.0% | 1.21% | -15.0% |
| Q3 2022 | $2,898,699 | -14.8% | 30,551 | -8.7% | 1.42% | -8.3% |
| Q2 2022 | $3,403,104 | -5.8% | 33,462 | +4.0% | 1.55% | +3.3% |
| Q1 2022 | $3,612,782 | +46.1% | 32,185 | +45.9% | 1.50% | +48.2% |
| Q4 2021 | $2,472,936 | +33.9% | 22,058 | +23.4% | 1.01% | +19.6% |
| Q3 2021 | $1,847,183 | +4.9% | 17,873 | +6.4% | 0.85% | +2.0% |
| Q2 2021 | $1,760,666 | +105.5% | 16,805 | +98.3% | 0.83% | +71.0% |
| Q1 2021 | $856,842 | +8.1% | 8,476 | -2.1% | 0.49% | -9.0% |
| Q4 2020 | $792,477 | – | 8,660 | – | 0.53% | – |
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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% |