VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,049,783 | -9.9% | 77,911 | -7.5% | 1.82% | -7.1% |
| Q2 2023 | $8,936,977 | +22.8% | 84,255 | +22.1% | 1.96% | +3.5% |
| Q1 2023 | $7,277,485 | -20.8% | 68,981 | -18.8% | 1.90% | -16.2% |
| Q4 2022 | $9,188,506 | +153041.8% | 84,914 | +13.8% | 2.26% | +112900.0% |
| Q3 2022 | $6,000 | -99.9% | 74,611 | +28.3% | 0.00% | -99.9% |
| Q2 2022 | $5,915,000 | +54.0% | 58,162 | +69.9% | 1.53% | +70.0% |
| Q1 2022 | $3,841,000 | +36.3% | 34,227 | +36.1% | 0.90% | +35.1% |
| Q4 2021 | $2,818,000 | +14.7% | 25,141 | +5.8% | 0.67% | +1.7% |
| Q3 2021 | $2,456,000 | +65.7% | 23,769 | +68.0% | 0.66% | +62.9% |
| Q2 2021 | $1,482,000 | +149.5% | 14,147 | +117.7% | 0.40% | +98.0% |
| Q4 2020 | $594,000 | – | 6,498 | – | 0.20% | – |
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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% |