VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,181,653 | -3.1% | 21,116 | -0.5% | 0.28% | +0.7% |
| Q2 2023 | $2,250,328 | +3.0% | 21,216 | +2.4% | 0.28% | -2.8% |
| Q1 2023 | $2,185,169 | -1.2% | 20,713 | +1.4% | 0.29% | -7.1% |
| Q4 2022 | $2,211,434 | +32.5% | 20,437 | +16.2% | 0.31% | +14.8% |
| Q3 2022 | $1,669,000 | -6.7% | 17,587 | 0.0% | 0.27% | -2.9% |
| Q2 2022 | $1,789,000 | -9.4% | 17,587 | 0.0% | 0.28% | +1.1% |
| Q1 2022 | $1,974,000 | +2.2% | 17,587 | +2.1% | 0.28% | +0.7% |
| Q4 2021 | $1,931,000 | +8.4% | 17,229 | 0.0% | 0.27% | -1.1% |
| Q3 2021 | $1,781,000 | -1.3% | 17,229 | 0.0% | 0.28% | -2.1% |
| Q2 2021 | $1,805,000 | -2.7% | 17,229 | -6.1% | 0.28% | -6.3% |
| Q1 2021 | $1,855,000 | -4.3% | 18,354 | -13.3% | 0.30% | -12.7% |
| Q4 2020 | $1,938,000 | +5.0% | 21,175 | -7.1% | 0.35% | -0.6% |
| Q3 2020 | $1,845,000 | +0.6% | 22,795 | -2.1% | 0.35% | -6.7% |
| Q2 2020 | $1,834,000 | – | 23,280 | – | 0.37% | – |
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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% |