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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,262 | -2.2% | 4,126 | +0.4% | 0.24% | -1.6% |
| Q2 2023 | $435,875 | -1.2% | 4,109 | -1.7% | 0.24% | -3.2% |
| Q1 2023 | $441,001 | -1.0% | 4,180 | +1.6% | 0.25% | -3.8% |
| Q4 2022 | $445,302 | +14.8% | 4,115 | +0.7% | 0.26% | +3.6% |
| Q3 2022 | $388,000 | -3.7% | 4,087 | +3.1% | 0.25% | +1.6% |
| Q2 2022 | $403,000 | -4.5% | 3,964 | +5.6% | 0.25% | +12.7% |
| Q1 2022 | $422,000 | +54.0% | 3,755 | +53.4% | 0.22% | +59.0% |
| Q4 2021 | $274,000 | +25.1% | 2,448 | +15.3% | 0.14% | +6.9% |
| Q3 2021 | $219,000 | -1.4% | 2,123 | +0.4% | 0.13% | -2.3% |
| Q2 2021 | $222,000 | +8.3% | 2,115 | +4.2% | 0.13% | 0.0% |
| Q1 2021 | $205,000 | – | 2,030 | – | 0.13% | – |
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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% |