VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $14,025,690 | -2.6% | 135,750 | 0.0% | 2.30% | +10.2% |
| Q2 2023 | $14,399,003 | +1.1% | 135,750 | +0.5% | 2.09% | -1.6% |
| Q1 2023 | $14,247,775 | -2.5% | 135,050 | 0.0% | 2.12% | +688.8% |
| Q4 2022 | $14,613,761 | +147.4% | 135,050 | +117.0% | 0.27% | +166.3% |
| Q3 2022 | $5,906,000 | -6.7% | 62,245 | 0.0% | 0.10% | -5.6% |
| Q2 2022 | $6,330,000 | -20.3% | 62,245 | -12.1% | 0.11% | -15.1% |
| Q1 2022 | $7,947,000 | +0.1% | 70,795 | 0.0% | 0.13% | +3.3% |
| Q4 2021 | $7,937,000 | +8.5% | 70,795 | 0.0% | 0.12% | -4.7% |
| Q3 2021 | $7,317,000 | -2.8% | 70,795 | -1.5% | 0.13% | -5.9% |
| Q2 2021 | $7,527,000 | +3.6% | 71,845 | 0.0% | 0.14% | -4.2% |
| Q1 2021 | $7,263,000 | +10.5% | 71,845 | 0.0% | 0.14% | +6.8% |
| Q4 2020 | $6,575,000 | +13.1% | 71,845 | 0.0% | 0.13% | -4.3% |
| Q3 2020 | $5,814,000 | +41.5% | 71,845 | +37.8% | 0.14% | +37.6% |
| Q2 2020 | $4,108,000 | +11.3% | 52,145 | 0.0% | 0.10% | +14.8% |
| Q1 2020 | $3,690,000 | – | 52,145 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 10,184,502 | $1,071,831,324 | 47.14% |
| Operose Advisors LLC | 554,331 | $58,797,879 | 26.65% |
| Kinsale Capital Group, Inc. | 360,560 | $38,244,583 | 23.14% |
| Benchmark Wealth Management, LLC | 261,981 | $27,788,371 | 16.77% |
| Montis Financial, LLC | 218,271 | $23,152,009 | 15.26% |
| MARINO, STRAM & ASSOCIATES LLC | 496,774 | $52,696,910 | 14.92% |
| ACT WEALTH MANAGEMENT, LLC | 241,879 | $25,656,123 | 14.44% |
| Coco Enterprises, LLC | 172,358 | $18,282,037 | 13.87% |
| CVS HEALTH Corp | 252,032 | $26,733,034 | 13.83% |
| Highland Financial Advisors, LLC | 228,330 | $24,219 | 12.48% |