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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,732 | -11.7% | 8,369 | -9.3% | 0.45% | -7.0% |
| Q2 2023 | $978,930 | +0.6% | 9,229 | +0.0% | 0.49% | -10.0% |
| Q1 2023 | $973,476 | -4.8% | 9,227 | -2.3% | 0.54% | -14.2% |
| Q4 2022 | $1,022,469 | +14.1% | 9,449 | +0.0% | 0.63% | +13.5% |
| Q3 2022 | $896,000 | -8.4% | 9,447 | -1.7% | 0.56% | -1.6% |
| Q2 2022 | $978,000 | -10.1% | 9,615 | -0.8% | 0.57% | +8.8% |
| Q1 2022 | $1,088,000 | -3.1% | 9,696 | -3.2% | 0.52% | +8.8% |
| Q4 2021 | $1,123,000 | +1.6% | 10,013 | -6.4% | 0.48% | -10.2% |
| Q3 2021 | $1,105,000 | -1.7% | 10,693 | -0.3% | 0.53% | -3.6% |
| Q2 2021 | $1,124,000 | +1.8% | 10,728 | -1.8% | 0.55% | -14.6% |
| Q1 2021 | $1,104,000 | +39.6% | 10,925 | +26.4% | 0.65% | +38.3% |
| Q4 2020 | $791,000 | +14.8% | 8,644 | +1.6% | 0.47% | +6.1% |
| Q3 2020 | $689,000 | +11.5% | 8,509 | +8.5% | 0.44% | +1.1% |
| Q2 2020 | $618,000 | – | 7,845 | – | 0.44% | – |
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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% |