VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,184,632 | +33.8% | 30,823 | +37.4% | 2.65% | +23.0% |
| Q2 2023 | $2,379,787 | +32.2% | 22,436 | +31.5% | 2.15% | +29.7% |
| Q1 2023 | $1,800,358 | +4.9% | 17,065 | +7.5% | 1.66% | +30.0% |
| Q4 2022 | $1,717,076 | +14.4% | 15,868 | +0.3% | 1.28% | +13.5% |
| Q3 2022 | $1,501,000 | +54.3% | 15,823 | +67.1% | 1.13% | +42.9% |
| Q2 2022 | $973,000 | -7.2% | 9,472 | +1.5% | 0.79% | +39.5% |
| Q1 2022 | $1,048,000 | +62.2% | 9,336 | +61.9% | 0.56% | +73.3% |
| Q4 2021 | $646,000 | +78.5% | 5,766 | +64.7% | 0.33% | +53.1% |
| Q3 2021 | $362,000 | -1.4% | 3,500 | 0.0% | 0.21% | +10.4% |
| Q2 2021 | $367,000 | +3.7% | 3,500 | 0.0% | 0.19% | +2.1% |
| Q1 2021 | $354,000 | +10.6% | 3,500 | 0.0% | 0.19% | +3.8% |
| Q4 2020 | $320,000 | +7.7% | 3,500 | -4.7% | 0.18% | -1.6% |
| Q3 2020 | $297,000 | +2.8% | 3,671 | 0.0% | 0.18% | +8.8% |
| Q2 2020 | $289,000 | +11.2% | 3,671 | 0.0% | 0.17% | -5.6% |
| Q1 2020 | $260,000 | -81.1% | 3,671 | -75.0% | 0.18% | -75.1% |
| Q4 2019 | $1,374,000 | +34.3% | 14,657 | +27.1% | 0.72% | +25.3% |
| Q3 2019 | $1,023,000 | +172.1% | 11,533 | +168.1% | 0.58% | +151.5% |
| Q2 2019 | $376,000 | +2.2% | 4,301 | 0.0% | 0.23% | -3.4% |
| Q1 2019 | $368,000 | – | 4,301 | – | 0.24% | – |
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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% |