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 | $215,422 | -13.0% | 2,085 | -10.7% | 0.11% | -9.4% |
| Q2 2023 | $247,673 | +76107.1% | 2,335 | -24.3% | 0.12% | -21.5% |
| Q1 2023 | $325 | -1.8% | 3,085 | +0.8% | 0.15% | -3.9% |
| Q4 2022 | $331 | -99.9% | 3,060 | -1.1% | 0.16% | +5.4% |
| Q3 2022 | $294,000 | +6.1% | 3,095 | +13.6% | 0.15% | +16.7% |
| Q2 2022 | $277,000 | -8.3% | 2,725 | +1.3% | 0.13% | +5.9% |
| Q1 2022 | $302,000 | +0.7% | 2,690 | +0.6% | 0.12% | +4.4% |
| Q4 2021 | $300,000 | +14.9% | 2,675 | +5.9% | 0.11% | +5.6% |
| Q3 2021 | $261,000 | +6.1% | 2,525 | +7.4% | 0.11% | +12.5% |
| Q2 2021 | $246,000 | – | 2,350 | – | 0.10% | – |
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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% |