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 | $676,153 | -2.5% | 6,544 | +0.1% | 0.16% | -2.4% |
| Q2 2023 | $693,206 | +4.0% | 6,535 | +2.3% | 0.17% | -5.1% |
| Q1 2023 | $666,429 | -35.4% | 6,385 | -33.0% | 0.18% | -35.3% |
| Q4 2022 | $1,031,204 | +26.7% | 9,530 | +11.1% | 0.27% | +12.4% |
| Q3 2022 | $814,000 | -16.5% | 8,575 | -6.4% | 0.24% | -2.4% |
| Q2 2022 | $975,000 | +17.6% | 9,166 | +24.0% | 0.25% | +25.3% |
| Q1 2022 | $829,000 | +15.8% | 7,389 | +15.7% | 0.20% | -3.4% |
| Q4 2021 | $716,000 | +10.8% | 6,385 | +2.2% | 0.20% | -2.8% |
| Q3 2021 | $646,000 | +2.5% | 6,250 | +4.0% | 0.21% | +0.5% |
| Q2 2021 | $630,000 | +4.1% | 6,010 | +0.5% | 0.21% | -9.1% |
| Q1 2021 | $605,000 | +16.6% | 5,983 | +5.4% | 0.23% | -16.3% |
| Q4 2020 | $519,000 | -7.8% | 5,674 | -18.4% | 0.28% | -21.1% |
| Q3 2020 | $563,000 | +6.0% | 6,957 | +3.3% | 0.35% | -8.6% |
| Q2 2020 | $531,000 | +12.3% | 6,736 | +0.7% | 0.38% | -10.7% |
| Q1 2020 | $473,000 | -29.9% | 6,690 | -6.3% | 0.43% | -2.3% |
| Q4 2019 | $675,000 | +7.1% | 7,141 | +0.6% | 0.44% | +2.6% |
| Q3 2019 | $630,000 | +3.3% | 7,097 | +1.6% | 0.43% | +9.2% |
| Q2 2019 | $610,000 | -40.2% | 6,982 | -41.7% | 0.39% | -41.8% |
| Q1 2019 | $1,020,000 | +15.3% | 11,974 | +5.5% | 0.67% | -10.6% |
| Q4 2018 | $885,000 | -10.2% | 11,354 | +0.2% | 0.75% | -0.4% |
| Q3 2018 | $986,000 | +20.1% | 11,327 | +14.6% | 0.76% | +30.3% |
| Q2 2018 | $821,000 | – | 9,881 | – | 0.58% | – |
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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% |