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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,617 | +0.2% | 4,071 | +2.9% | 0.21% | +3.9% |
| Q2 2023 | $419,777 | -16.5% | 3,958 | -16.9% | 0.20% | -21.3% |
| Q1 2023 | $502,478 | +46.1% | 4,763 | +49.9% | 0.26% | +38.7% |
| Q4 2022 | $343,810 | +6.8% | 3,177 | -5.0% | 0.19% | -3.6% |
| Q3 2022 | $322,000 | +8.1% | 3,343 | +14.1% | 0.19% | +13.5% |
| Q2 2022 | $298,000 | -10.2% | 2,929 | +0.5% | 0.17% | +6.2% |
| Q1 2022 | $332,000 | -0.3% | 2,913 | -2.0% | 0.16% | -3.0% |
| Q4 2021 | $333,000 | -1.2% | 2,972 | -7.4% | 0.16% | -12.7% |
| Q3 2021 | $337,000 | -4.0% | 3,211 | -4.3% | 0.19% | -6.0% |
| Q2 2021 | $351,000 | +0.6% | 3,354 | -0.9% | 0.20% | +4.7% |
| Q1 2021 | $349,000 | +11.5% | 3,386 | -0.9% | 0.19% | +6.7% |
| Q4 2020 | $313,000 | -6.3% | 3,418 | -17.3% | 0.18% | -16.3% |
| Q3 2020 | $334,000 | +3.1% | 4,133 | +0.5% | 0.22% | -6.9% |
| Q2 2020 | $324,000 | -37.3% | 4,111 | -43.8% | 0.23% | -47.6% |
| Q1 2020 | $517,000 | -5.8% | 7,310 | +24.8% | 0.44% | 0.0% |
| Q4 2019 | $549,000 | – | 5,858 | – | 0.44% | – |
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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% |