VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,119,332 | +15.6% | 9,438 | +17.9% | 0.12% | +12.5% |
| Q1 2024 | $968,439 | +55.1% | 8,004 | +43.1% | 0.10% | +40.5% |
| Q4 2023 | $624,475 | +22.4% | 5,594 | +13.3% | 0.07% | +8.8% |
| Q3 2023 | $510,181 | +7.3% | 4,938 | +10.1% | 0.07% | +9.7% |
| Q2 2023 | $475,540 | -4.8% | 4,483 | -5.3% | 0.06% | -10.1% |
| Q1 2023 | $499,378 | +8.9% | 4,733 | +11.7% | 0.07% | 0.0% |
| Q4 2022 | $458,469 | +44.6% | 4,237 | +26.8% | 0.07% | +35.3% |
| Q3 2022 | $317,000 | +14.0% | 3,342 | +22.4% | 0.05% | +34.2% |
| Q2 2022 | $278,000 | 0.0% | 2,731 | +10.3% | 0.04% | +11.8% |
| Q1 2022 | $278,000 | -5.8% | 2,475 | -6.1% | 0.03% | 0.0% |
| Q4 2021 | $295,000 | +3.5% | 2,636 | -4.2% | 0.03% | -5.6% |
| Q3 2021 | $285,000 | +20.3% | 2,753 | +21.5% | 0.04% | +20.0% |
| Q2 2021 | $237,000 | +15.0% | 2,265 | +11.1% | 0.03% | +3.4% |
| Q1 2021 | $206,000 | -9.3% | 2,039 | -17.7% | 0.03% | -14.7% |
| Q4 2020 | $227,000 | – | 2,478 | – | 0.03% | – |
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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% |
| Piedmont Capital Management, 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% |