VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -19.8% | 1,808 | -19.9% | 0.05% | -16.4% |
| Q4 2021 | $253,000 | +1.6% | 2,258 | 0.0% | 0.06% | +3.8% |
| Q3 2021 | $249,000 | +9.2% | 2,258 | 0.0% | 0.05% | -7.0% |
| Q1 2021 | $228,000 | +10.1% | 2,258 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $207,000 | +78.4% | 2,258 | +67.3% | 0.06% | +34.9% |
| Q1 2019 | $116,000 | +10.5% | 1,350 | 0.0% | 0.04% | -8.5% |
| Q4 2018 | $105,000 | -11.0% | 1,350 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $118,000 | +5.4% | 1,350 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $112,000 | +0.9% | 1,350 | 0.0% | 0.05% | +4.4% |
| Q1 2018 | $111,000 | +4.7% | 1,350 | 0.0% | 0.04% | -10.0% |
| Q2 2017 | $106,000 | – | 1,350 | – | 0.05% | – |
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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% |