VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,972,665 | +19.0% | 82,919 | +4.3% | 1.27% | +6.2% |
| Q3 2022 | $7,541,000 | -3.9% | 79,479 | +3.0% | 1.20% | -4.1% |
| Q2 2022 | $7,851,000 | -7.8% | 77,201 | +1.8% | 1.25% | +6.8% |
| Q1 2022 | $8,511,000 | -19.6% | 75,822 | -19.7% | 1.17% | -19.9% |
| Q4 2021 | $10,587,000 | +7.3% | 94,431 | -1.1% | 1.46% | -4.6% |
| Q3 2021 | $9,865,000 | +29.7% | 95,455 | +31.5% | 1.53% | +24.6% |
| Q2 2021 | $7,608,000 | – | 72,613 | – | 1.23% | – |
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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% |