VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,161,210 | +184.8% | 137,177 | +189.4% | 0.71% | +10.6% |
| Q2 2023 | $4,972,515 | -67.6% | 47,407 | -67.0% | 0.64% | -17.1% |
| Q1 2023 | $15,355,321 | -16.6% | 143,803 | -15.5% | 0.77% | -9.7% |
| Q4 2022 | $18,409,992 | +13.3% | 170,132 | -0.7% | 0.85% | -12.1% |
| Q3 2022 | $16,254,000 | -26.1% | 171,315 | -20.7% | 0.97% | -23.6% |
| Q2 2022 | $21,984,000 | -24.8% | 216,167 | -17.0% | 1.27% | +19.0% |
| Q1 2022 | $29,222,000 | -24.3% | 260,326 | -24.4% | 1.07% | -24.2% |
| Q4 2021 | $38,601,000 | – | 344,314 | – | 1.41% | – |
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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% |