VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,054,634 | -2.8% | 19,475 | -0.3% | 1.97% | -8.8% |
| Q4 2022 | $2,114,722 | -12.7% | 19,543 | -23.5% | 2.16% | -4.6% |
| Q3 2022 | $2,423,000 | +20.8% | 25,539 | +29.5% | 2.26% | -12.9% |
| Q2 2022 | $2,006,000 | -6.5% | 19,720 | +3.1% | 2.59% | +80.1% |
| Q1 2022 | $2,146,000 | -8.5% | 19,122 | -8.6% | 1.44% | -8.1% |
| Q4 2021 | $2,346,000 | +13.9% | 20,926 | +5.0% | 1.57% | -1.8% |
| Q3 2021 | $2,060,000 | -1.2% | 19,929 | +0.2% | 1.60% | -1.8% |
| Q2 2021 | $2,084,000 | +81.5% | 19,888 | +75.2% | 1.63% | +66.8% |
| Q1 2021 | $1,148,000 | +3.2% | 11,352 | -6.6% | 0.98% | +8.0% |
| Q4 2020 | $1,112,000 | +10.1% | 12,149 | -2.6% | 0.90% | +0.9% |
| Q3 2020 | $1,010,000 | -17.8% | 12,479 | -19.9% | 0.90% | -26.6% |
| Q2 2020 | $1,228,000 | +9.9% | 15,585 | -1.3% | 1.22% | -10.3% |
| Q1 2020 | $1,117,000 | -38.0% | 15,786 | -17.8% | 1.36% | -17.0% |
| Q4 2019 | $1,803,000 | – | 19,207 | – | 1.64% | – |
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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% |