VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,921 | -2.6% | 6,551 | -0.1% | 0.24% | +3.8% |
| Q2 2023 | $695,249 | +0.5% | 6,555 | +0.0% | 0.24% | +3.5% |
| Q1 2023 | $691,506 | -5.9% | 6,554 | -3.5% | 0.23% | -2.2% |
| Q4 2022 | $734,903 | +16.1% | 6,791 | +1.8% | 0.23% | +6.9% |
| Q3 2022 | $633,000 | -14.0% | 6,669 | -7.9% | 0.22% | -1.8% |
| Q2 2022 | $736,000 | -5.9% | 7,239 | +3.9% | 0.22% | +6.2% |
| Q1 2022 | $782,000 | +49.5% | 6,964 | +49.2% | 0.21% | +50.7% |
| Q4 2021 | $523,000 | +4.2% | 4,669 | -3.8% | 0.14% | -0.7% |
| Q3 2021 | $502,000 | -12.5% | 4,854 | -11.5% | 0.14% | -9.7% |
| Q2 2021 | $574,000 | +2.1% | 5,483 | -1.3% | 0.15% | -0.6% |
| Q1 2021 | $562,000 | – | 5,557 | – | 0.16% | – |
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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% |