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 | $7,857,863 | +3.4% | 76,054 | +6.1% | 1.55% | +3.1% |
| Q2 2023 | $7,600,388 | +19.5% | 71,654 | +18.9% | 1.51% | +11.3% |
| Q1 2023 | $6,358,659 | +2.3% | 60,272 | +4.9% | 1.35% | -0.4% |
| Q4 2022 | $6,215,152 | +12.5% | 57,436 | -1.4% | 1.36% | +7.7% |
| Q3 2022 | $5,525,000 | -21.8% | 58,229 | -16.2% | 1.26% | -21.2% |
| Q2 2022 | $7,067,000 | -6.1% | 69,492 | +3.6% | 1.60% | +8.6% |
| Q1 2022 | $7,526,000 | -27.9% | 67,047 | -28.0% | 1.47% | -25.1% |
| Q4 2021 | $10,440,000 | +22.4% | 93,123 | +12.9% | 1.97% | -5.3% |
| Q3 2021 | $8,526,000 | +1.5% | 82,495 | +2.9% | 2.08% | -1.7% |
| Q2 2021 | $8,403,000 | +8.9% | 80,201 | +5.1% | 2.12% | -4.4% |
| Q1 2021 | $7,718,000 | +14.5% | 76,344 | +3.7% | 2.21% | -0.6% |
| Q4 2020 | $6,740,000 | +13.2% | 73,653 | +0.1% | 2.23% | -7.1% |
| Q3 2020 | $5,954,000 | – | 73,570 | – | 2.40% | – |
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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% |