VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,497 | -1.1% | 89 | +1.1% | 0.01% | 0.0% |
| Q1 2024 | $10,617 | +9.0% | 88 | +1.1% | 0.01% | 0.0% |
| Q4 2023 | $9,742 | +9.1% | 87 | +1.2% | 0.01% | -12.5% |
| Q3 2023 | $8,928 | -40.9% | 86 | -39.4% | 0.01% | -38.5% |
| Q2 2023 | $15,115 | -36.8% | 142 | -37.4% | 0.01% | -43.5% |
| Q1 2023 | $23,933 | -1.8% | 227 | +0.9% | 0.02% | -11.5% |
| Q4 2022 | $24,378 | +15.1% | 225 | +0.9% | 0.03% | +13.0% |
| Q3 2022 | $21,185 | -6.0% | 223 | +0.5% | 0.02% | +4.5% |
| Q2 2022 | $22,538 | -8.6% | 222 | +0.9% | 0.02% | +4.8% |
| Q1 2022 | $24,667 | -37.6% | 220 | -37.5% | 0.02% | -27.6% |
| Q4 2021 | $39,515 | – | 352 | – | 0.03% | – |
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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% |
| Piedmont Capital Management, 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% |