VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,170 | -2.2% | 2,702 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $285,468 | +32.3% | 2,691 | +35.0% | 0.04% | +27.6% |
| Q4 2022 | $215,695 | +7.8% | 1,993 | +1.2% | 0.03% | +11.5% |
| Q2 2022 | $200,000 | -9.1% | 1,970 | +0.6% | 0.03% | +8.3% |
| Q1 2022 | $220,000 | +0.5% | 1,959 | +0.4% | 0.02% | +4.3% |
| Q4 2021 | $219,000 | +9.5% | 1,951 | +0.6% | 0.02% | -4.2% |
| Q3 2021 | $200,000 | -16.0% | 1,939 | -29.1% | 0.02% | -57.9% |
| Q3 2018 | $238,000 | +16.1% | 2,735 | +10.6% | 0.06% | +5.6% |
| Q2 2018 | $205,000 | – | 2,472 | – | 0.05% | – |
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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% |