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 | $172,538 | +6.4% | 1,669,940 | +9.2% | 0.66% | +1.7% |
| Q2 2023 | $162,162 | +16.3% | 1,528,813 | +15.0% | 0.64% | +1.6% |
| Q1 2023 | $139,481 | +2.0% | 1,329,684 | +5.2% | 0.63% | -7.4% |
| Q4 2022 | $136,757 | -99.9% | 1,263,803 | +9.9% | 0.68% | +5.7% |
| Q3 2022 | $109,130,000 | +7.3% | 1,150,198 | +15.0% | 0.65% | +4.2% |
| Q2 2022 | $101,691,000 | +2.2% | 999,906 | +12.8% | 0.62% | +6.1% |
| Q1 2022 | $99,545,000 | +2.9% | 886,815 | +2.7% | 0.59% | -2.0% |
| Q4 2021 | $96,785,000 | +6.2% | 863,301 | -2.1% | 0.60% | -6.1% |
| Q3 2021 | $91,173,000 | +5.6% | 882,175 | +7.0% | 0.64% | -4.1% |
| Q2 2021 | $86,363,000 | +4.8% | 824,307 | +1.1% | 0.66% | -11.5% |
| Q1 2021 | $82,444,000 | +16.6% | 815,548 | +5.5% | 0.75% | -15.1% |
| Q4 2020 | $70,728,000 | +24.1% | 772,896 | +9.7% | 0.88% | +3.0% |
| Q3 2020 | $56,997,000 | +18.4% | 704,273 | +15.2% | 0.86% | -1.9% |
| Q2 2020 | $48,148,000 | +167.4% | 611,171 | +140.1% | 0.87% | +120.7% |
| Q1 2020 | $18,008,000 | +46.0% | 254,535 | +93.3% | 0.40% | +61.0% |
| Q4 2019 | $12,337,000 | +38.2% | 131,654 | +30.8% | 0.25% | +17.1% |
| Q3 2019 | $8,930,000 | +20.1% | 100,652 | +18.3% | 0.21% | +6.6% |
| Q2 2019 | $7,436,000 | +15.3% | 85,096 | +8.5% | 0.20% | +42.8% |
| Q1 2019 | $6,448,000 | – | 78,463 | – | 0.14% | – |
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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% |