VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,125 | -3.2% | 20,565 | -0.7% | 0.16% | +1.3% |
| Q2 2023 | $2,196 | -5.1% | 20,701 | -5.6% | 0.16% | -10.4% |
| Q1 2023 | $2,314 | -5.1% | 21,929 | -2.7% | 0.17% | -9.4% |
| Q4 2022 | $2,439 | -99.9% | 22,536 | -6.6% | 0.19% | +0.5% |
| Q3 2022 | $2,289,000 | +0.1% | 24,129 | +7.4% | 0.19% | +7.3% |
| Q2 2022 | $2,286,000 | +21.5% | 22,476 | +34.1% | 0.18% | +52.6% |
| Q1 2022 | $1,881,000 | -4.7% | 16,760 | -4.7% | 0.12% | +3.6% |
| Q4 2021 | $1,973,000 | +20.5% | 17,595 | +11.1% | 0.11% | +14.3% |
| Q3 2021 | $1,637,000 | -5.3% | 15,839 | -4.0% | 0.10% | -5.8% |
| Q2 2021 | $1,729,000 | +2.5% | 16,499 | -1.2% | 0.10% | -7.1% |
| Q1 2021 | $1,687,000 | +5.9% | 16,691 | -4.1% | 0.11% | -4.3% |
| Q4 2020 | $1,593,000 | -63.8% | 17,410 | -68.0% | 0.12% | -70.2% |
| Q3 2020 | $4,400,000 | +29.8% | 54,362 | +26.4% | 0.39% | +20.6% |
| Q2 2020 | $3,389,000 | – | 43,016 | – | 0.33% | – |
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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% |