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 | $211,510 | -3.4% | 2,047 | -0.8% | 0.08% | -2.6% |
| Q2 2023 | $218,949 | -11.7% | 2,064 | -12.2% | 0.08% | -17.9% |
| Q1 2023 | $248,050 | -10.1% | 2,351 | -7.7% | 0.10% | -16.7% |
| Q4 2022 | $275,771 | +16.9% | 2,548 | +2.5% | 0.11% | +14.0% |
| Q3 2022 | $236,000 | -4.8% | 2,487 | +2.1% | 0.10% | -6.5% |
| Q2 2022 | $248,000 | -4.2% | 2,436 | +5.5% | 0.11% | +17.6% |
| Q1 2022 | $259,000 | +0.4% | 2,309 | +0.2% | 0.09% | +8.3% |
| Q4 2021 | $258,000 | +8.4% | 2,304 | +0.0% | 0.08% | +2.4% |
| Q3 2021 | $238,000 | +0.4% | 2,303 | +1.8% | 0.08% | +5.1% |
| Q2 2021 | $237,000 | +2.6% | 2,262 | -0.8% | 0.08% | -8.2% |
| Q1 2021 | $231,000 | – | 2,281 | – | 0.08% | – |
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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% |