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 | $3,804,936 | -1.1% | 36,827 | +1.5% | 0.06% | +1.7% |
| Q2 2023 | $3,847,547 | +1.2% | 36,274 | +0.6% | 0.06% | -6.5% |
| Q1 2023 | $3,802,649 | -5.1% | 36,044 | -2.7% | 0.06% | -10.1% |
| Q4 2022 | $4,009,000 | +17.7% | 37,045 | +3.2% | 0.07% | +9.5% |
| Q3 2022 | $3,407,000 | -4.9% | 35,906 | +2.0% | 0.06% | +1.6% |
| Q2 2022 | $3,581,000 | -5.6% | 35,212 | +4.1% | 0.06% | +14.8% |
| Q1 2022 | $3,795,000 | +1.3% | 33,809 | +1.2% | 0.05% | +3.8% |
| Q4 2021 | $3,745,000 | +12.8% | 33,406 | +4.0% | 0.05% | 0.0% |
| Q3 2021 | $3,320,000 | +15.0% | 32,127 | +16.5% | 0.05% | +13.0% |
| Q2 2021 | $2,888,000 | +58.5% | 27,568 | +53.0% | 0.05% | +43.8% |
| Q1 2021 | $1,822,000 | +135.4% | 18,020 | +113.0% | 0.03% | +128.6% |
| Q4 2020 | $774,000 | – | 8,460 | – | 0.01% | – |
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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% |