VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,920 | -2.6% | 6,271 | 0.0% | 0.13% | +1.6% |
| Q2 2023 | $665,165 | -2.5% | 6,271 | -3.0% | 0.12% | -10.1% |
| Q1 2023 | $682,374 | -2.2% | 6,468 | +0.3% | 0.14% | -13.1% |
| Q4 2022 | $697,846 | +17.3% | 6,449 | +2.8% | 0.16% | +2.6% |
| Q3 2022 | $595,000 | -30.5% | 6,271 | -25.5% | 0.16% | -28.8% |
| Q2 2022 | $856,000 | +8.6% | 8,421 | +19.9% | 0.22% | +19.0% |
| Q1 2022 | $788,000 | +43.8% | 7,021 | +43.5% | 0.18% | +39.4% |
| Q4 2021 | $548,000 | +8.3% | 4,892 | 0.0% | 0.13% | -4.3% |
| Q3 2021 | $506,000 | -5.4% | 4,892 | -4.2% | 0.14% | -4.8% |
| Q2 2021 | $535,000 | +3.3% | 5,105 | -0.5% | 0.14% | -9.4% |
| Q1 2021 | $518,000 | +5.1% | 5,129 | -4.7% | 0.16% | -5.3% |
| Q4 2020 | $493,000 | +13.1% | 5,384 | 0.0% | 0.17% | -2.9% |
| Q3 2020 | $436,000 | +2.8% | 5,384 | 0.0% | 0.17% | -1.7% |
| Q2 2020 | $424,000 | -16.0% | 5,384 | -24.5% | 0.18% | -28.3% |
| Q1 2020 | $505,000 | -7.0% | 7,134 | +23.2% | 0.25% | -5.4% |
| Q4 2019 | $543,000 | +21.5% | 5,792 | +14.9% | 0.26% | +2.8% |
| Q3 2019 | $447,000 | +1.4% | 5,042 | 0.0% | 0.25% | -2.3% |
| Q2 2019 | $441,000 | – | 5,042 | – | 0.26% | – |
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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% |