VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $211,131 | +1.5% | 1,951 | -4.5% | 0.17% | +8.4% |
| Q2 2022 | $208,000 | -9.6% | 2,043 | -0.5% | 0.15% | +4.1% |
| Q1 2022 | $230,000 | -6.1% | 2,053 | -6.1% | 0.15% | +2.1% |
| Q4 2021 | $245,000 | +7.0% | 2,186 | -0.1% | 0.14% | +1.4% |
| Q2 2021 | $229,000 | -3.4% | 2,189 | -6.8% | 0.14% | -21.0% |
| Q1 2021 | $237,000 | +1.3% | 2,349 | -8.3% | 0.18% | -7.7% |
| Q4 2020 | $234,000 | – | 2,561 | – | 0.20% | – |
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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% |