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 | $13,428,949 | +2.0% | 129,975 | +4.7% | 1.41% | +5.1% |
| Q2 2023 | $13,162,233 | +60.4% | 124,091 | -79.3% | 1.34% | +192.6% |
| Q1 2023 | $8,206,550 | -43.2% | 599,188 | +348.4% | 0.46% | -29.1% |
| Q4 2022 | $14,460,584 | +70.5% | 133,634 | +49.5% | 0.65% | +28.9% |
| Q3 2022 | $8,480,000 | -4.2% | 89,378 | +3.8% | 0.50% | -36.3% |
| Q2 2022 | $8,850,000 | -29.0% | 86,144 | -22.4% | 0.79% | +12.0% |
| Q1 2022 | $12,459,000 | -9.9% | 110,993 | -10.0% | 0.70% | -40.0% |
| Q4 2021 | $13,833,000 | +14.4% | 123,391 | +3.1% | 1.17% | +21.0% |
| Q1 2021 | $12,094,000 | +14.8% | 119,641 | +3.9% | 0.97% | -0.6% |
| Q4 2020 | $10,534,000 | – | 115,113 | – | 0.97% | – |
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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% |