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 | $26,039,946 | -2.6% | 252,032 | 0.0% | 13.92% | +0.7% |
| Q2 2023 | $26,733,034 | +19.1% | 252,032 | +18.4% | 13.83% | +3.4% |
| Q1 2023 | $22,453,776 | -2.5% | 212,832 | 0.0% | 13.37% | -32.7% |
| Q4 2022 | $23,030,551 | +14.0% | 212,832 | 0.0% | 19.86% | +2.3% |
| Q3 2022 | $20,194,000 | -6.7% | 212,832 | 0.0% | 19.40% | +8.1% |
| Q2 2022 | $21,645,000 | -10.3% | 212,832 | -1.0% | 17.95% | +10.7% |
| Q1 2022 | $24,134,000 | – | 215,000 | – | 16.21% | – |
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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% |