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 | $90,358 | +9.1% | 875 | +12.0% | 0.04% | +9.8% |
| Q2 2023 | $82,837 | -5.6% | 781 | -6.0% | 0.04% | -12.8% |
| Q1 2023 | $87,717 | +7.6% | 831 | +10.2% | 0.05% | 0.0% |
| Q4 2022 | $81,536 | +69.9% | 754 | +49.3% | 0.05% | +67.9% |
| Q3 2022 | $48,000 | -2.0% | 505 | +4.8% | 0.03% | -6.7% |
| Q2 2022 | $49,000 | -9.3% | 482 | +0.4% | 0.03% | +11.1% |
| Q1 2022 | $54,000 | 0.0% | 480 | +0.2% | 0.03% | +3.8% |
| Q4 2021 | $54,000 | +28.6% | 479 | +17.1% | 0.03% | 0.0% |
| Q3 2021 | $42,000 | +366.7% | 409 | +364.8% | 0.03% | +333.3% |
| Q2 2021 | $9,000 | – | 88 | – | 0.01% | – |
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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% |