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 | $24,842,089 | -3.7% | 241,219 | -0.8% | 2.59% | -5.5% |
| Q2 2023 | $25,786,926 | -0.6% | 243,112 | -1.1% | 2.74% | -11.3% |
| Q1 2023 | $25,933,915 | -3.0% | 245,819 | -0.5% | 3.09% | -8.8% |
| Q4 2022 | $26,746,832 | +12.5% | 247,175 | -1.3% | 3.39% | -4.9% |
| Q3 2022 | $23,771,000 | -5.4% | 250,537 | +1.4% | 3.56% | -8.3% |
| Q2 2022 | $25,129,000 | -10.9% | 247,088 | -1.6% | 3.89% | -4.9% |
| Q1 2022 | $28,196,000 | -3.0% | 251,187 | -3.1% | 4.09% | -0.6% |
| Q4 2021 | $29,062,000 | +5.9% | 259,223 | -2.3% | 4.11% | -3.6% |
| Q3 2021 | $27,431,000 | -2.8% | 265,418 | -1.5% | 4.27% | -3.6% |
| Q2 2021 | $28,221,000 | +1.0% | 269,359 | -2.6% | 4.43% | -6.6% |
| Q1 2021 | $27,947,000 | +11.2% | 276,460 | +0.6% | 4.74% | +1.7% |
| Q4 2020 | $25,143,000 | +10.2% | 274,752 | -2.6% | 4.66% | -1.9% |
| Q3 2020 | $22,823,000 | +1.8% | 282,011 | -0.9% | 4.75% | -1.6% |
| Q2 2020 | $22,416,000 | – | 284,534 | – | 4.83% | – |
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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% |