VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $546,372 | -24.3% | 5,049 | -33.5% | 0.12% | -23.8% |
| Q3 2022 | $722,000 | -24.6% | 7,590 | -19.3% | 0.15% | -9.6% |
| Q2 2022 | $957,000 | +1.7% | 9,410 | +12.5% | 0.17% | +21.0% |
| Q1 2022 | $941,000 | +247.2% | 8,367 | +245.5% | 0.14% | +331.2% |
| Q4 2021 | $271,000 | +20.4% | 2,422 | +11.5% | 0.03% | +10.3% |
| Q3 2021 | $225,000 | -7.0% | 2,173 | -5.8% | 0.03% | 0.0% |
| Q2 2021 | $242,000 | +12.0% | 2,308 | +7.6% | 0.03% | -6.5% |
| Q1 2021 | $216,000 | +5.4% | 2,145 | -4.5% | 0.03% | +6.9% |
| Q4 2020 | $205,000 | -22.9% | 2,247 | -31.7% | 0.03% | +314.3% |
| Q3 2020 | $266,000 | +22.6% | 3,288 | +19.5% | 0.01% | -82.5% |
| Q2 2020 | $217,000 | +6.4% | 2,751 | +26.4% | 0.04% | +2.6% |
| Q4 2019 | $204,000 | -6.8% | 2,177 | -11.8% | 0.04% | -22.0% |
| Q3 2019 | $219,000 | -31.1% | 2,467 | -32.1% | 0.05% | -16.7% |
| Q2 2019 | $318,000 | +14.0% | 3,634 | +11.5% | 0.06% | 0.0% |
| Q1 2019 | $279,000 | +2.6% | 3,260 | -7.2% | 0.06% | -25.9% |
| Q4 2018 | $272,000 | +3.4% | 3,513 | +16.9% | 0.08% | -77.4% |
| Q3 2018 | $263,000 | -45.9% | 3,004 | -48.7% | 0.36% | +3.2% |
| Q2 2018 | $486,000 | -11.8% | 5,861 | -12.3% | 0.35% | -17.2% |
| Q1 2018 | $551,000 | – | 6,684 | – | 0.42% | – |
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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% |