VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,493,172 | +10.8% | 63,180 | +13.0% | 0.34% | -14.7% |
| Q1 2024 | $6,763,542 | +24.9% | 55,902 | +15.3% | 0.40% | +13.3% |
| Q4 2023 | $5,413,969 | +9.6% | 48,499 | +1.5% | 0.35% | -3.0% |
| Q3 2023 | $4,938,890 | -4.2% | 47,802 | -1.6% | 0.36% | -2.9% |
| Q2 2023 | $5,153,793 | -0.8% | 48,589 | -1.3% | 0.38% | -17.2% |
| Q1 2023 | $5,194,307 | -2.8% | 49,235 | -0.3% | 0.45% | -9.7% |
| Q4 2022 | $5,344,620 | -99.9% | 49,391 | +3.1% | 0.50% | +17.0% |
| Q3 2022 | $4,544,592,000 | -6.1% | 47,898 | +0.6% | 0.43% | -5.3% |
| Q2 2022 | $4,841,111,000 | -4.6% | 47,602 | +5.3% | 0.45% | +14.6% |
| Q1 2022 | $5,075,163,000 | +33.3% | 45,213 | +33.2% | 0.40% | +36.6% |
| Q4 2021 | $3,806,517,000 | +126.3% | 33,953 | +108.6% | 0.29% | +101.4% |
| Q3 2021 | $1,681,844,000 | +12.0% | 16,273 | +13.5% | 0.14% | -3.4% |
| Q2 2021 | $1,501,660,000 | +377.0% | 14,333 | +360.3% | 0.15% | +254.8% |
| Q1 2021 | $314,828,000 | – | 3,114 | – | 0.04% | – |
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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% |
| Piedmont Capital Management, 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% |