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 | $761,695 | -5.4% | 7,372 | -2.9% | 1.45% | -3.0% |
| Q2 2023 | $804,943 | -28.2% | 7,589 | -28.5% | 1.49% | -17.8% |
| Q1 2023 | $1,120,423 | -6.2% | 10,620 | -3.8% | 1.81% | +14.9% |
| Q4 2022 | $1,195,000 | +15.7% | 11,042 | +1.4% | 1.58% | +13.7% |
| Q3 2022 | $1,033,000 | -6.8% | 10,888 | -0.0% | 1.39% | +18.3% |
| Q2 2022 | $1,108,000 | -9.2% | 10,893 | +0.2% | 1.17% | +1.7% |
| Q1 2022 | $1,220,000 | +2.0% | 10,870 | -6.1% | 1.15% | -2.2% |
| Q4 2021 | $1,196,000 | – | 11,577 | – | 1.18% | – |
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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% |