VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $438,359 | +102.0% | 4,051 | +77.5% | 0.08% | +88.1% |
| Q3 2022 | $217,000 | +6.9% | 2,282 | +14.6% | 0.04% | +16.7% |
| Q2 2022 | $203,000 | -19.1% | 1,992 | -11.2% | 0.04% | +44.0% |
| Q4 2021 | $251,000 | +7.3% | 2,242 | -0.7% | 0.02% | -3.8% |
| Q3 2021 | $234,000 | -13.3% | 2,257 | -12.6% | 0.03% | -13.3% |
| Q2 2021 | $270,000 | +7.6% | 2,582 | +4.0% | 0.03% | 0.0% |
| Q1 2021 | $251,000 | +5.5% | 2,482 | -4.6% | 0.03% | -3.2% |
| Q4 2020 | $238,000 | +8.7% | 2,602 | -3.7% | 0.03% | +6.9% |
| Q3 2020 | $219,000 | +2.8% | 2,702 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $213,000 | -9.0% | 2,702 | -9.8% | 0.03% | -31.1% |
| Q4 2018 | $234,000 | -10.3% | 2,994 | -0.1% | 0.04% | +4.7% |
| Q3 2018 | $261,000 | – | 2,996 | – | 0.04% | – |
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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% |