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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,073,181 | +0.7% | 66,684 | +0.2% | 3.81% | -1.5% |
| Q1 2023 | $7,021,131 | -7.0% | 66,551 | -16.4% | 3.87% | -17.0% |
| Q3 2022 | $7,550,000 | -6.6% | 79,571 | +0.1% | 4.67% | -4.8% |
| Q2 2022 | $8,081,000 | -13.0% | 79,463 | -3.9% | 4.90% | +1.6% |
| Q1 2022 | $9,284,000 | +2.9% | 82,708 | +3.1% | 4.83% | -0.6% |
| Q4 2021 | $9,019,000 | +10.4% | 80,185 | +1.4% | 4.86% | +6.7% |
| Q3 2021 | $8,171,000 | +5.8% | 79,058 | +7.3% | 4.55% | +3.2% |
| Q2 2021 | $7,722,000 | +7.2% | 73,700 | +4.0% | 4.41% | +1.0% |
| Q1 2021 | $7,202,000 | +28.4% | 70,882 | +18.8% | 4.37% | +12.7% |
| Q4 2020 | $5,611,000 | +20.5% | 59,680 | +5.5% | 3.88% | +4.0% |
| Q3 2020 | $4,656,000 | +7.5% | 56,559 | +3.3% | 3.73% | -3.8% |
| Q2 2020 | $4,331,000 | +4.7% | 54,736 | +2.8% | 3.88% | -8.8% |
| Q1 2020 | $4,136,000 | -14.3% | 53,229 | +4.0% | 4.25% | +6.4% |
| Q4 2019 | $4,827,000 | – | 51,158 | – | 4.00% | – |
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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% |