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 | $387,037 | +3.0% | 3,746 | +5.8% | 0.11% | +8.7% |
| Q2 2023 | $375,594 | +0.5% | 3,541 | 0.0% | 0.10% | -3.7% |
| Q1 2023 | $373,576 | -2.5% | 3,541 | 0.0% | 0.11% | -6.1% |
| Q4 2022 | $383,172 | -3.2% | 3,541 | -15.2% | 0.11% | -24.0% |
| Q3 2022 | $396,000 | -12.0% | 4,176 | -5.8% | 0.15% | -5.7% |
| Q2 2022 | $450,000 | -13.1% | 4,435 | -3.9% | 0.16% | +3.2% |
| Q1 2022 | $518,000 | +0.2% | 4,613 | +0.0% | 0.15% | -1.3% |
| Q4 2021 | $517,000 | +12.9% | 4,612 | +4.1% | 0.16% | -0.6% |
| Q3 2021 | $458,000 | -6.5% | 4,429 | -5.4% | 0.16% | -9.8% |
| Q2 2021 | $490,000 | +3.4% | 4,683 | +0.0% | 0.17% | +2.4% |
| Q1 2021 | $474,000 | +6.5% | 4,681 | -3.9% | 0.17% | 0.0% |
| Q4 2020 | $445,000 | +13.2% | 4,869 | +0.0% | 0.17% | +4.3% |
| Q3 2020 | $393,000 | -21.9% | 4,867 | -23.3% | 0.16% | -26.9% |
| Q2 2020 | $503,000 | +12.0% | 6,345 | +0.0% | 0.22% | -5.5% |
| Q1 2020 | $449,000 | – | 6,342 | – | 0.24% | – |
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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% |