VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,988 | -52.2% | 116,029 | -51.0% | 7.18% | -28.1% |
| Q2 2023 | $25,104 | +0.1% | 236,670 | -0.4% | 9.98% | -0.7% |
| Q1 2023 | $25,072 | -2.5% | 237,650 | 0.0% | 10.05% | +1.1% |
| Q4 2022 | $25,716 | -99.9% | 237,650 | 0.0% | 9.94% | +7.6% |
| Q3 2022 | $22,548,000 | -12.3% | 237,650 | -6.0% | 9.24% | -13.7% |
| Q2 2022 | $25,706,000 | -3.8% | 252,765 | +6.1% | 10.72% | +11.8% |
| Q1 2022 | $26,731,000 | -1.0% | 238,135 | -1.1% | 9.59% | +4.9% |
| Q4 2021 | $26,998,000 | +24.7% | 240,813 | +14.9% | 9.14% | -22.1% |
| Q3 2021 | $21,657,000 | +4.1% | 209,548 | +5.6% | 11.73% | +22.2% |
| Q2 2021 | $20,798,000 | +6.3% | 198,507 | +2.6% | 9.60% | -0.6% |
| Q1 2021 | $19,560,000 | +38.8% | 193,491 | +25.7% | 9.66% | +6.5% |
| Q4 2020 | $14,091,000 | -41.0% | 153,985 | -47.8% | 9.07% | -17.6% |
| Q3 2020 | $23,866,000 | -5.5% | 294,902 | -8.0% | 11.02% | -10.4% |
| Q2 2020 | $25,248,000 | +15.7% | 320,490 | +3.9% | 12.30% | +13.7% |
| Q1 2020 | $21,817,000 | -18.9% | 308,367 | +7.5% | 10.81% | +7.6% |
| Q4 2019 | $26,886,000 | – | 286,908 | – | 10.05% | – |
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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% |