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 | $5,383,237 | +19.1% | 52,103 | +22.2% | 0.77% | +23.1% |
| Q2 2023 | $4,521,159 | +11.1% | 42,624 | +10.5% | 0.62% | +6.0% |
| Q1 2023 | $4,067,712 | -2.8% | 38,557 | -0.3% | 0.59% | -6.2% |
| Q4 2022 | $4,183,825 | +37.0% | 38,664 | +20.1% | 0.63% | +25.1% |
| Q3 2022 | $3,055,000 | -0.5% | 32,200 | +6.6% | 0.50% | +6.1% |
| Q2 2022 | $3,071,000 | -8.5% | 30,201 | +1.0% | 0.47% | +4.7% |
| Q1 2022 | $3,357,000 | +1.4% | 29,909 | +1.3% | 0.45% | +4.6% |
| Q4 2021 | $3,311,000 | +17.2% | 29,535 | +8.0% | 0.43% | +8.3% |
| Q3 2021 | $2,825,000 | +11.0% | 27,336 | +12.5% | 0.40% | +8.7% |
| Q2 2021 | $2,545,000 | +19.4% | 24,295 | +15.2% | 0.37% | +15.1% |
| Q1 2021 | $2,132,000 | +143.1% | 21,088 | +120.0% | 0.32% | +114.9% |
| Q4 2020 | $877,000 | +137.0% | 9,584 | +109.8% | 0.15% | +105.6% |
| Q3 2020 | $370,000 | +10.1% | 4,569 | +7.3% | 0.07% | +12.5% |
| Q2 2020 | $336,000 | – | 4,259 | – | 0.06% | – |
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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% |