VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,559 | -2.6% | 5,048 | 0.0% | 0.15% | +4.1% |
| Q2 2023 | $535,441 | +2.4% | 5,048 | +1.8% | 0.15% | +7.3% |
| Q1 2023 | $523,069 | -2.5% | 4,958 | 0.0% | 0.14% | -14.4% |
| Q4 2022 | $536,505 | +14.2% | 4,958 | 0.0% | 0.16% | +10.3% |
| Q3 2022 | $470,000 | +47.8% | 4,958 | +58.5% | 0.14% | +46.5% |
| Q2 2022 | $318,000 | -9.4% | 3,128 | 0.0% | 0.10% | -2.0% |
| Q1 2022 | $351,000 | 0.0% | 3,128 | 0.0% | 0.10% | -8.2% |
| Q4 2021 | $351,000 | +8.7% | 3,128 | 0.0% | 0.11% | +4.8% |
| Q3 2021 | $323,000 | -1.5% | 3,128 | 0.0% | 0.10% | -7.9% |
| Q2 2021 | $328,000 | +9.7% | 3,128 | +5.8% | 0.11% | -7.3% |
| Q1 2021 | $299,000 | +66.1% | 2,956 | +50.1% | 0.12% | +50.0% |
| Q4 2020 | $180,000 | +13.2% | 1,969 | 0.0% | 0.08% | -2.4% |
| Q3 2020 | $159,000 | +2.6% | 1,969 | 0.0% | 0.08% | -10.6% |
| Q2 2020 | $155,000 | +11.5% | 1,969 | 0.0% | 0.09% | -9.6% |
| Q1 2020 | $139,000 | -24.9% | 1,969 | 0.0% | 0.10% | +3.0% |
| Q4 2019 | $185,000 | +5.7% | 1,969 | 0.0% | 0.10% | +2.0% |
| Q3 2019 | $175,000 | +1.7% | 1,969 | 0.0% | 0.10% | -7.5% |
| Q2 2019 | $172,000 | +142.3% | 1,969 | +137.8% | 0.11% | +69.8% |
| Q1 2019 | $71,000 | – | 828 | – | 0.06% | – |
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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% |