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 | $288,871 | -98.2% | 4,873 | -96.8% | 0.15% | -98.2% |
| Q2 2023 | $16,361,646 | +4.7% | 154,485 | +4.1% | 8.14% | -3.0% |
| Q1 2023 | $15,627,052 | +7.9% | 148,354 | +10.7% | 8.39% | -0.8% |
| Q4 2022 | $14,476,218 | +30.2% | 134,007 | +14.1% | 8.46% | +21.0% |
| Q3 2022 | $11,117,000 | +4.5% | 117,398 | +12.0% | 6.99% | +27.4% |
| Q2 2022 | $10,642,000 | -1.1% | 104,863 | +10.5% | 5.49% | +12.4% |
| Q1 2022 | $10,758,000 | +21.8% | 94,902 | +20.4% | 4.88% | +40.6% |
| Q4 2021 | $8,836,000 | +37.2% | 78,820 | +26.5% | 3.47% | +25.7% |
| Q3 2021 | $6,442,000 | +23.1% | 62,331 | +24.8% | 2.76% | +18.9% |
| Q2 2021 | $5,232,000 | +24.5% | 49,942 | +20.2% | 2.32% | +11.3% |
| Q1 2021 | $4,202,000 | +57.5% | 41,563 | +42.6% | 2.09% | +40.9% |
| Q4 2020 | $2,668,000 | +35.2% | 29,156 | +19.6% | 1.48% | +11.3% |
| Q3 2020 | $1,973,000 | -8.5% | 24,374 | -10.9% | 1.33% | -38.6% |
| Q2 2020 | $2,156,000 | +38.1% | 27,369 | +24.0% | 2.17% | +27.7% |
| Q1 2020 | $1,561,000 | -26.8% | 22,065 | -3.1% | 1.70% | -10.0% |
| Q4 2019 | $2,133,000 | +3.9% | 22,760 | -1.6% | 1.89% | -8.1% |
| Q3 2019 | $2,052,000 | +11.2% | 23,125 | +9.5% | 2.05% | +5.9% |
| Q2 2019 | $1,845,000 | +2.4% | 21,120 | +0.5% | 1.94% | -0.2% |
| Q1 2019 | $1,801,000 | +10.8% | 21,020 | +0.8% | 1.94% | -3.8% |
| Q4 2018 | $1,626,000 | – | 20,844 | – | 2.02% | – |
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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% |