VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,947 | +20.5% | 2,429 | +31.2% | 0.01% | +20.0% |
| Q2 2023 | $202,411 | -9.8% | 1,852 | -12.9% | 0.01% | -28.6% |
| Q1 2023 | $224,333 | -5.4% | 2,126 | -1.3% | 0.01% | -6.7% |
| Q4 2022 | $237,088 | -90.5% | 2,154 | -90.7% | 0.02% | -92.1% |
| Q3 2022 | $2,503,000 | +4.0% | 23,276 | -1.7% | 0.19% | -10.0% |
| Q2 2022 | $2,407,000 | -10.5% | 23,672 | -1.2% | 0.21% | -9.9% |
| Q1 2022 | $2,688,000 | -4.9% | 23,949 | -5.0% | 0.23% | -11.4% |
| Q4 2021 | $2,826,000 | +6.6% | 25,211 | -1.7% | 0.26% | -13.2% |
| Q3 2021 | $2,652,000 | -3.6% | 25,657 | -2.3% | 0.30% | -19.6% |
| Q2 2021 | $2,751,000 | -1.8% | 26,258 | -5.2% | 0.38% | -23.7% |
| Q1 2021 | $2,800,000 | +5.1% | 27,700 | -4.8% | 0.49% | -20.6% |
| Q4 2020 | $2,663,000 | – | 29,101 | – | 0.62% | – |
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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% |