VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,629 | -0.3% | 2,410 | -0.8% | 0.01% | -10.0% |
| Q1 2023 | $256,365 | -2.5% | 2,430 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $262,950 | -56.6% | 2,430 | -61.9% | 0.01% | -57.7% |
| Q3 2022 | $605,524 | +28.5% | 6,382 | +37.8% | 0.03% | +36.8% |
| Q2 2022 | $471,074 | +90491.2% | 4,632 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $520 | -99.9% | 4,632 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $519,000 | +8.4% | 4,632 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $479,000 | -1.2% | 4,632 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $485,000 | +3.6% | 4,632 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $468,000 | +10.4% | 4,632 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $424,000 | +13.1% | 4,632 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $375,000 | – | 4,632 | – | 0.02% | – |
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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% |
| Piedmont Capital Management, 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% |