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 | $17,520,402 | -4.2% | 169,574 | -1.6% | 13.97% | +0.7% |
| Q2 2023 | $18,282,037 | +0.5% | 172,358 | -0.4% | 13.87% | -4.8% |
| Q1 2023 | $18,197,489 | +45933.5% | 173,128 | -52.6% | 14.56% | -56.0% |
| Q4 2022 | $39,531 | -99.9% | 365,313 | -0.2% | 33.11% | +5.0% |
| Q3 2022 | $34,979,000 | -6.7% | 366,000 | -0.7% | 31.55% | -18.1% |
| Q2 2022 | $37,474,000 | -9.7% | 368,545 | +0.4% | 38.50% | +23.5% |
| Q1 2022 | $41,500,000 | +201.7% | 367,256 | +199.3% | 31.17% | +188.4% |
| Q4 2021 | $13,757,000 | +7.3% | 122,710 | +1.9% | 10.81% | +5.7% |
| Q3 2021 | $12,820,000 | -0.7% | 120,421 | -1.7% | 10.22% | -4.7% |
| Q2 2021 | $12,911,000 | +6.0% | 122,538 | +2.1% | 10.72% | -5.8% |
| Q1 2021 | $12,177,000 | +14.3% | 120,050 | +3.1% | 11.39% | +5.5% |
| Q4 2020 | $10,657,000 | – | 116,460 | – | 10.80% | – |
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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% |