VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $852,080 | +170.8% | 8,247 | +178.0% | 0.06% | +205.6% |
| Q2 2023 | $314,709 | +0.5% | 2,967 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $313,018 | +78154.5% | 2,967 | -19.7% | 0.02% | -24.0% |
| Q4 2022 | $400 | -99.8% | 3,697 | +33.4% | 0.02% | +47.1% |
| Q3 2022 | $263,000 | -7.4% | 2,771 | -0.9% | 0.02% | 0.0% |
| Q2 2022 | $284,000 | -10.1% | 2,797 | -0.8% | 0.02% | +6.2% |
| Q1 2022 | $316,000 | 0.0% | 2,819 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $316,000 | +7.8% | 2,819 | -0.6% | 0.02% | 0.0% |
| Q3 2021 | $293,000 | -2.7% | 2,835 | -4.9% | 0.02% | -6.2% |
| Q2 2021 | $301,000 | 0.0% | 2,980 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $301,000 | +40.0% | 2,980 | +27.0% | 0.02% | +33.3% |
| Q4 2020 | $215,000 | -2.7% | 2,346 | -29.8% | 0.01% | -25.0% |
| Q2 2014 | $221,000 | – | 3,340 | – | 0.02% | – |
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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% |