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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $117,844 | -28.5% | 1,111 | -28.9% | 0.01% | -29.4% |
| Q1 2023 | $164,897 | -17.1% | 1,563 | -15.0% | 0.02% | -22.7% |
| Q4 2022 | $198,998 | +7.0% | 1,839 | -6.2% | 0.02% | 0.0% |
| Q3 2022 | $186,000 | +64.6% | 1,960 | +76.4% | 0.02% | +69.2% |
| Q2 2022 | $113,000 | -10.3% | 1,111 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $126,000 | -47.7% | 1,125 | -47.8% | 0.01% | -48.0% |
| Q4 2021 | $241,000 | +68.5% | 2,154 | +56.1% | 0.02% | +56.2% |
| Q3 2021 | $143,000 | -12.3% | 1,380 | -11.2% | 0.02% | -15.8% |
| Q2 2021 | $163,000 | +3.8% | 1,554 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $157,000 | +10.6% | 1,554 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $142,000 | +54.3% | 1,554 | +37.4% | 0.02% | +33.3% |
| Q3 2020 | $92,000 | +9100.0% | 1,131 | +16057.1% | 0.02% | – |
| Q2 2020 | $1,000 | – | 7 | +133.3% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 3 | -99.8% | 0.00% | -100.0% |
| Q2 2018 | $108,000 | – | 1,300 | – | 0.02% | – |
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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% |