VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,513,697 | -3.1% | 24,329 | -0.5% | 0.73% | -13.9% |
| Q2 2023 | $2,593,898 | -65.2% | 24,455 | -65.4% | 0.85% | -62.8% |
| Q1 2023 | $7,457,300 | -14.4% | 70,685 | -12.2% | 2.28% | -10.1% |
| Q4 2022 | $8,712,511 | +38.1% | 80,515 | +21.1% | 2.54% | +34.5% |
| Q3 2022 | $6,310,000 | -14.1% | 66,509 | -7.9% | 1.89% | -8.3% |
| Q2 2022 | $7,344,000 | -4.6% | 72,211 | +5.3% | 2.06% | +6.5% |
| Q1 2022 | $7,696,000 | +16.4% | 68,562 | +16.8% | 1.93% | -1.4% |
| Q4 2021 | $6,611,000 | +17.7% | 58,695 | +8.0% | 1.96% | +3.1% |
| Q3 2021 | $5,619,000 | +8.3% | 54,369 | +9.8% | 1.90% | +9.6% |
| Q2 2021 | $5,189,000 | -2.2% | 49,526 | -5.7% | 1.74% | -19.4% |
| Q1 2021 | $5,308,000 | +7.2% | 52,512 | -3.0% | 2.16% | +3.4% |
| Q4 2020 | $4,953,000 | – | 54,129 | – | 2.09% | – |
Download | ||||||
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% |