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 | $7,317,634 | -14.3% | 70,770 | -12.1% | 3.68% | -9.5% |
| Q2 2023 | $8,538,737 | +1.5% | 80,507 | +1.0% | 4.07% | -2.1% |
| Q1 2023 | $8,410,583 | +2.0% | 79,717 | +4.6% | 4.15% | -6.4% |
| Q4 2022 | $8,243,458 | -99.9% | 76,180 | +1.5% | 4.44% | +11.7% |
| Q3 2022 | $7,108,319,000 | +1.0% | 75,043 | +8.4% | 3.97% | +17.3% |
| Q2 2022 | $7,038,591,000 | +91847.6% | 69,209 | +1.5% | 3.39% | -1.9% |
| Q1 2022 | $7,655,000 | +1.4% | 68,202 | +1.2% | 3.45% | +10.3% |
| Q4 2021 | $7,553,000 | +16.6% | 67,372 | +7.5% | 3.13% | +9.7% |
| Q3 2021 | $6,475,000 | -0.5% | 62,655 | +0.9% | 2.85% | +0.6% |
| Q2 2021 | $6,505,000 | +76.5% | 62,093 | +70.3% | 2.84% | +51.9% |
| Q1 2021 | $3,686,000 | +13.6% | 36,469 | +2.9% | 1.87% | +2.1% |
| Q4 2020 | $3,244,000 | – | 35,453 | – | 1.83% | – |
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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% |