VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,715,103 | -62.0% | 16,761 | -60.6% | 0.89% | -60.3% |
| Q2 2023 | $4,509,938 | -22.4% | 42,519 | -22.8% | 2.25% | -25.5% |
| Q1 2023 | $5,814,044 | -10.2% | 55,109 | -7.9% | 3.02% | -15.6% |
| Q4 2022 | $6,476,282 | +5.6% | 59,849 | -7.4% | 3.58% | -21.2% |
| Q3 2022 | $6,131,000 | -7.4% | 64,618 | -0.8% | 4.54% | +5.0% |
| Q2 2022 | $6,623,000 | -7.0% | 65,124 | +2.6% | 4.32% | +15.1% |
| Q1 2022 | $7,125,000 | -9.6% | 63,476 | -9.7% | 3.76% | -10.0% |
| Q4 2021 | $7,883,000 | +5.2% | 70,317 | -3.0% | 4.18% | -7.3% |
| Q3 2021 | $7,495,000 | -33.2% | 72,518 | -32.3% | 4.51% | -38.1% |
| Q2 2021 | $11,226,000 | +22.8% | 107,145 | +18.5% | 7.28% | +12.7% |
| Q1 2021 | $9,142,000 | +46.7% | 90,432 | +32.8% | 6.46% | +42.7% |
| Q4 2020 | $6,231,000 | +16.2% | 68,086 | +2.8% | 4.53% | +6.7% |
| Q3 2020 | $5,360,000 | +2.4% | 66,231 | -0.3% | 4.24% | -4.3% |
| Q2 2020 | $5,235,000 | +20.2% | 66,451 | +8.0% | 4.43% | -3.9% |
| Q1 2020 | $4,355,000 | +21.1% | 61,557 | +60.4% | 4.61% | +48.2% |
| Q4 2019 | $3,596,000 | – | 38,377 | – | 3.11% | – |
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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% |