VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,445 | -11.7% | 6,421 | -9.3% | 0.55% | -5.5% |
| Q2 2023 | $751,028 | -20.7% | 7,080 | -19.1% | 0.58% | -15.7% |
| Q1 2023 | $946,667 | 0.0% | 8,748 | 0.0% | 0.69% | -0.7% |
| Q4 2022 | $946,667 | +4.4% | 8,748 | -8.5% | 0.69% | +32.8% |
| Q3 2022 | $907,000 | -2.7% | 9,561 | +4.3% | 0.52% | +8.1% |
| Q2 2022 | $932,000 | -4.9% | 9,167 | +5.0% | 0.48% | +36.9% |
| Q1 2022 | $980,000 | +44.3% | 8,732 | +44.2% | 0.35% | +75.1% |
| Q4 2021 | $679,000 | +14.1% | 6,054 | +5.1% | 0.20% | +11.7% |
| Q3 2021 | $595,000 | +58.2% | 5,760 | +60.6% | 0.18% | +62.2% |
| Q2 2021 | $376,000 | +76.5% | 3,587 | +70.2% | 0.11% | +65.7% |
| Q1 2021 | $213,000 | – | 2,107 | – | 0.07% | – |
Download | ||||||
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% |