VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $276,524 | +0.5% | 2,607 | 0.0% | 0.14% | -5.2% |
| Q1 2023 | $275,039 | -2.5% | 2,607 | 0.0% | 0.15% | -10.5% |
| Q4 2022 | $282,103 | +14.2% | 2,607 | 0.0% | 0.17% | +6.2% |
| Q3 2022 | $247,000 | -15.7% | 2,607 | 0.0% | 0.16% | +0.6% |
| Q1 2022 | $293,000 | -2.0% | 2,607 | -2.3% | 0.16% | +0.6% |
| Q4 2021 | $299,000 | +8.3% | 2,669 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $276,000 | -1.4% | 2,669 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $280,000 | +2.6% | 2,669 | -1.2% | 0.16% | -11.8% |
| Q1 2021 | $273,000 | +9.2% | 2,701 | -0.8% | 0.19% | +2.2% |
| Q4 2020 | $250,000 | – | 2,724 | – | 0.18% | – |
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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% |