VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 263 filers reported holding VANGUARD WHITEHALL FDS in Q1 2014. The put-call ratio across all filers is 1.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $619,000 | -1.4% | 6,076 | +8.4% | 0.58% | +59.4% |
| Q1 2022 | $628,000 | -28.7% | 5,606 | -28.6% | 0.37% | -2.1% |
| Q4 2021 | $881,000 | +21.7% | 7,856 | +12.0% | 0.38% | +75.2% |
| Q3 2021 | $724,000 | +3.4% | 7,015 | +5.0% | 0.21% | +94.5% |
| Q2 2021 | $700,000 | +238.2% | 6,680 | +182.3% | 0.11% | +233.3% |
| Q3 2018 | $207,000 | +1.0% | 2,366 | -28.4% | 0.03% | -60.2% |
| Q4 2013 | $205,000 | +0.5% | 3,306 | -7.0% | 0.08% | -7.8% |
| Q3 2013 | $204,000 | +2.0% | 3,556 | 0.0% | 0.09% | -7.2% |
| Q2 2013 | $200,000 | – | 3,556 | – | 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% |