VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039 | -2.5% | 10,052 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $1,066 | +30.8% | 10,052 | +30.2% | 0.09% | +25.4% |
| Q1 2023 | $815 | +3.0% | 7,723 | +5.7% | 0.07% | -2.7% |
| Q4 2022 | $791 | -99.9% | 7,307 | 0.0% | 0.07% | +5.8% |
| Q3 2022 | $693,000 | -6.7% | 7,307 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $743,000 | -9.4% | 7,307 | 0.0% | 0.07% | +6.2% |
| Q1 2022 | $820,000 | +17.8% | 7,307 | +17.7% | 0.06% | +18.5% |
| Q4 2021 | $696,000 | +9.6% | 6,207 | +1.0% | 0.05% | +1.9% |
| Q3 2021 | $635,000 | -10.6% | 6,147 | -9.2% | 0.05% | -5.4% |
| Q2 2021 | $710,000 | +42.6% | 6,772 | +37.6% | 0.06% | +30.2% |
| Q1 2021 | $498,000 | +13.4% | 4,922 | +2.6% | 0.04% | +2.4% |
| Q4 2020 | $439,000 | +13.1% | 4,797 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $388,000 | +15.8% | 4,797 | +13.0% | 0.04% | +5.0% |
| Q2 2020 | $335,000 | +35.1% | 4,247 | +21.2% | 0.04% | +25.0% |
| Q1 2020 | $248,000 | +5.5% | 3,505 | +39.9% | 0.03% | +39.1% |
| Q4 2019 | $235,000 | +13.0% | 2,505 | +6.8% | 0.02% | -4.2% |
| Q3 2019 | $208,000 | +3.0% | 2,345 | +1.5% | 0.02% | 0.0% |
| Q2 2019 | $202,000 | – | 2,311 | – | 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% |