VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,793 | +3.7% | 3,492 | +6.5% | 0.16% | +5.1% |
| Q2 2023 | $347,804 | +4.7% | 3,279 | +4.1% | 0.16% | -7.7% |
| Q1 2023 | $332,325 | +32.5% | 3,150 | +35.9% | 0.17% | +17.4% |
| Q4 2022 | $250,831 | +23.0% | 2,318 | +7.4% | 0.14% | +17.1% |
| Q3 2022 | $204,000 | -10.5% | 2,159 | -3.7% | 0.12% | -5.4% |
| Q2 2022 | $228,000 | -88.0% | 2,242 | -90.7% | 0.13% | -91.3% |
| Q2 2020 | $1,904,000 | -55.3% | 24,179 | -59.9% | 1.50% | -66.1% |
| Q1 2020 | $4,264,000 | -24.2% | 60,271 | +0.4% | 4.44% | -6.3% |
| Q4 2019 | $5,628,000 | – | 60,060 | – | 4.73% | – |
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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% |