VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,882 | -2.2% | 18,214 | +0.4% | 0.84% | +2.9% |
| Q2 2023 | $1,924 | +6.8% | 18,136 | +6.2% | 0.82% | +0.5% |
| Q1 2023 | $1,802 | +3.2% | 17,082 | +5.9% | 0.82% | +1.2% |
| Q4 2022 | $1,746 | -99.9% | 16,132 | +1.3% | 0.80% | +13.5% |
| Q3 2022 | $1,511,000 | -7.3% | 15,928 | -0.6% | 0.71% | -0.1% |
| Q2 2022 | $1,630,000 | -8.0% | 16,025 | +1.5% | 0.71% | +8.2% |
| Q1 2022 | $1,772,000 | -1.2% | 15,785 | -1.4% | 0.66% | +2.5% |
| Q4 2021 | $1,794,000 | +2.0% | 16,005 | -4.7% | 0.64% | -13.4% |
| Q2 2021 | $1,759,000 | -6.7% | 16,790 | -10.0% | 0.74% | -13.0% |
| Q1 2021 | $1,885,000 | +4.7% | 18,647 | -5.2% | 0.85% | -2.4% |
| Q4 2020 | $1,800,000 | +10.4% | 19,672 | -2.4% | 0.87% | -4.5% |
| Q3 2020 | $1,631,000 | +3.4% | 20,152 | +0.6% | 0.91% | +2.0% |
| Q2 2020 | $1,577,000 | +18.6% | 20,022 | +6.5% | 0.89% | +0.1% |
| Q1 2020 | $1,330,000 | – | 18,792 | – | 0.89% | – |
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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% |