VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $10,133,170 | -1.2% | 98,076 | +1.4% | 9.34% | +5.0% |
| Q2 2023 | $10,255,728 | -1.3% | 96,688 | -1.8% | 8.89% | +2.7% |
| Q1 2023 | $10,390,314 | -2.7% | 98,486 | -0.2% | 8.66% | -1.1% |
| Q4 2022 | $10,675,332 | +17.2% | 98,654 | +2.8% | 8.76% | +35.8% |
| Q3 2022 | $9,108,000 | +12.3% | 95,999 | +20.3% | 6.45% | -25.0% |
| Q2 2022 | $8,113,000 | -24.3% | 79,774 | -16.4% | 8.60% | +47.3% |
| Q1 2022 | $10,712,000 | +4.2% | 95,431 | +4.1% | 5.84% | +7.6% |
| Q4 2021 | $10,279,000 | +13.4% | 91,689 | +4.5% | 5.42% | +7.0% |
| Q3 2021 | $9,063,000 | -2.3% | 87,700 | -0.9% | 5.07% | -0.7% |
| Q2 2021 | $9,272,000 | +4.7% | 88,505 | +1.0% | 5.10% | -1.4% |
| Q1 2021 | $8,855,000 | +11.0% | 87,601 | +0.5% | 5.18% | +4.0% |
| Q4 2020 | $7,979,000 | +14.4% | 87,197 | +1.2% | 4.97% | +0.0% |
| Q3 2020 | $6,975,000 | -2.9% | 86,189 | -5.5% | 4.97% | -15.2% |
| Q2 2020 | $7,184,000 | +16.4% | 91,196 | +4.5% | 5.87% | -9.6% |
| Q1 2020 | $6,174,000 | -23.5% | 87,274 | +1.4% | 6.49% | -3.7% |
| Q4 2019 | $8,066,000 | – | 86,078 | – | 6.74% | – |
Download | ||||||
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% |