VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $405,148 | -20.3% | 3,840 | -18.3% | 0.12% | -24.3% |
| Q4 2022 | $508,404 | +4.8% | 4,698 | -8.1% | 0.15% | -7.3% |
| Q3 2022 | $485,000 | +85.8% | 5,112 | +98.9% | 0.16% | +92.9% |
| Q2 2022 | $261,000 | -7.1% | 2,570 | +2.7% | 0.08% | -1.2% |
| Q1 2022 | $281,000 | +14.2% | 2,503 | +14.0% | 0.09% | +17.8% |
| Q4 2021 | $246,000 | +18.8% | 2,195 | +9.8% | 0.07% | +12.3% |
| Q3 2021 | $207,000 | -15.5% | 2,000 | -14.6% | 0.06% | -26.1% |
| Q2 2021 | $245,000 | -0.8% | 2,341 | -10.1% | 0.09% | -23.5% |
| Q4 2020 | $247,000 | – | 2,604 | – | 0.12% | – |
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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% |