VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,331,572 | +11.9% | 22,567 | +14.8% | 0.25% | +7.4% |
| Q2 2023 | $2,084,457 | -14.4% | 19,652 | -14.8% | 0.23% | -24.1% |
| Q1 2023 | $2,433,991 | +143.2% | 23,071 | +149.4% | 0.30% | +99.3% |
| Q4 2022 | $1,000,834 | +48.3% | 9,249 | +30.0% | 0.15% | -1.9% |
| Q3 2022 | $675,000 | -6.9% | 7,114 | -0.3% | 0.16% | -17.1% |
| Q2 2022 | $725,000 | -7.8% | 7,133 | +1.9% | 0.19% | -6.0% |
| Q1 2022 | $786,000 | -2.0% | 6,998 | -2.2% | 0.20% | -11.6% |
| Q4 2021 | $802,000 | – | 7,158 | – | 0.22% | – |
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% |