VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,484 | -2.5% | 7,661 | +0.1% | 0.32% | -0.3% |
| Q2 2023 | $811,763 | -24.3% | 7,653 | -24.7% | 0.32% | -50.2% |
| Q1 2023 | $1,072,209 | -3.6% | 10,163 | -1.1% | 0.65% | -12.5% |
| Q4 2022 | $1,112,263 | +1.5% | 10,279 | -11.0% | 0.74% | -25.1% |
| Q3 2022 | $1,095,799 | -34.3% | 11,549 | -29.6% | 0.98% | -27.4% |
| Q2 2022 | $1,667,366 | +10.7% | 16,395 | +22.2% | 1.36% | +10.1% |
| Q1 2022 | $1,506,447 | +296.2% | 13,420 | +295.8% | 1.23% | +291.1% |
| Q4 2021 | $380,220 | – | 3,391 | – | 0.32% | – |
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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% |