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 | $4,241,803 | -9.1% | 41,055 | -6.7% | 3.48% | -1.5% |
| Q2 2023 | $4,668,353 | +25.8% | 44,012 | +25.1% | 3.54% | +24.6% |
| Q1 2023 | $3,711,279 | +3.1% | 35,178 | +5.8% | 2.84% | -5.2% |
| Q4 2022 | $3,598,415 | +15.9% | 33,254 | +1.6% | 2.99% | -3.0% |
| Q3 2022 | $3,104,000 | -10.3% | 32,716 | -3.8% | 3.08% | -8.6% |
| Q2 2022 | $3,459,000 | -5.2% | 34,016 | +4.6% | 3.37% | +26.8% |
| Q1 2022 | $3,649,000 | +251.5% | 32,516 | +251.0% | 2.66% | +298.2% |
| Q4 2021 | $1,038,000 | – | 9,264 | – | 0.67% | – |
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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% |