VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,504 | -9.9% | 2,357 | -4.0% | 0.02% | -6.2% |
| Q2 2023 | $267,926 | +1.4% | 2,456 | -1.9% | 0.02% | -5.9% |
| Q1 2023 | $264,141 | -2.4% | 2,504 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $270,717 | +34.0% | 2,502 | +17.6% | 0.02% | +12.5% |
| Q3 2022 | $202,000 | -6.5% | 2,128 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $216,000 | -9.6% | 2,128 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $239,000 | -3.6% | 2,128 | -3.9% | 0.02% | -11.1% |
| Q4 2021 | $248,000 | +19.8% | 2,215 | +10.8% | 0.02% | +12.5% |
| Q3 2021 | $207,000 | -1.4% | 2,000 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $202,000 | – | 2,000 | – | 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% |