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 | $8,543 | -6.4% | 82,689 | -4.5% | 4.90% | -8.6% |
| Q1 2023 | $9,132 | -7.9% | 86,562 | -5.5% | 5.36% | -13.1% |
| Q4 2022 | $9,912 | -99.9% | 91,603 | -3.2% | 6.17% | +8.1% |
| Q3 2022 | $8,975,000 | -11.6% | 94,591 | -5.2% | 5.71% | +0.6% |
| Q2 2022 | $10,149,000 | -13.5% | 99,794 | -4.5% | 5.68% | +14.4% |
| Q1 2022 | $11,732,000 | +0.5% | 104,516 | +0.4% | 4.96% | +5.7% |
| Q4 2021 | $11,676,000 | +41.2% | 104,150 | +31.9% | 4.70% | +3.4% |
| Q2 2021 | $8,271,000 | +83.6% | 78,944 | +76.1% | 4.54% | +98.4% |
| Q1 2021 | $4,506,000 | +1001.7% | 44,826 | +902.8% | 2.29% | +757.3% |
| Q4 2020 | $409,000 | +19.6% | 4,470 | +5.7% | 0.27% | -3.6% |
| Q3 2020 | $342,000 | +32.6% | 4,227 | +43.2% | 0.28% | +18.4% |
| Q3 2019 | $258,000 | – | 2,951 | – | 0.23% | – |
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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% |