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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,730 | -10.6% | 2,920 | -8.3% | 0.04% | -7.5% |
| Q2 2023 | $337,648 | +5.1% | 3,183 | +4.5% | 0.04% | 0.0% |
| Q1 2023 | $321,248 | +7.2% | 3,045 | +9.9% | 0.04% | +5.3% |
| Q4 2022 | $299,744 | +6.3% | 2,770 | -6.8% | 0.04% | -2.6% |
| Q3 2022 | $282,000 | -6.6% | 2,973 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $302,000 | -9.6% | 2,973 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $334,000 | -1.5% | 2,973 | -1.7% | 0.04% | 0.0% |
| Q4 2021 | $339,000 | +8.7% | 3,023 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $312,000 | -1.6% | 3,023 | 0.0% | 0.04% | -6.8% |
| Q2 2021 | $317,000 | +25.3% | 3,023 | +5.8% | 0.04% | -25.4% |
| Q3 2019 | $253,000 | – | 2,856 | – | 0.06% | – |
Download | ||||||
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% |