VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,848 | +4.4% | 327,630 | +7.1% | 2.08% | +6.2% |
| Q2 2023 | $32,431 | +6.9% | 305,789 | +6.3% | 1.96% | +0.8% |
| Q1 2023 | $30,334 | -2.2% | 287,631 | +0.3% | 1.94% | -6.8% |
| Q4 2022 | $31,004 | -99.9% | 286,695 | -3.0% | 2.08% | +3.2% |
| Q3 2022 | $28,022,000 | -12.6% | 295,469 | -6.3% | 2.02% | -10.4% |
| Q2 2022 | $32,068,000 | -12.7% | 315,429 | -3.7% | 2.26% | -4.6% |
| Q1 2022 | $36,754,000 | -1.5% | 327,549 | -1.6% | 2.36% | +2.2% |
| Q4 2021 | $37,320,000 | +5.9% | 332,982 | -2.4% | 2.31% | -0.7% |
| Q3 2021 | $35,249,000 | -4.2% | 341,132 | -2.9% | 2.33% | -4.5% |
| Q2 2021 | $36,789,000 | +1.4% | 351,145 | -2.1% | 2.44% | -2.6% |
| Q1 2021 | $36,277,000 | +1.8% | 358,860 | -7.9% | 2.50% | -3.5% |
| Q4 2020 | $35,652,000 | +1.1% | 389,604 | -10.6% | 2.59% | -9.8% |
| Q3 2020 | $35,254,000 | -3.7% | 435,615 | -6.3% | 2.87% | -12.8% |
| Q2 2020 | $36,620,000 | -1.1% | 464,838 | -11.2% | 3.29% | -15.1% |
| Q1 2020 | $37,045,000 | -18.8% | 523,612 | +7.6% | 3.88% | -8.3% |
| Q4 2019 | $45,595,000 | +7.2% | 486,558 | +1.5% | 4.23% | +0.4% |
| Q3 2019 | $42,550,000 | +4.7% | 479,541 | +3.1% | 4.22% | +0.3% |
| Q2 2019 | $40,657,000 | +1.7% | 465,291 | -0.3% | 4.21% | -2.9% |
| Q1 2019 | $39,990,000 | +1.1% | 466,905 | -7.9% | 4.33% | -6.1% |
| Q4 2018 | $39,550,000 | -14.0% | 507,110 | -3.9% | 4.61% | -7.3% |
| Q3 2018 | $45,972,000 | +8.3% | 527,863 | +3.2% | 4.98% | +1.6% |
| Q2 2018 | $42,464,000 | +7.7% | 511,304 | +7.0% | 4.90% | +2.6% |
| Q1 2018 | $39,412,000 | +2.3% | 477,785 | +6.2% | 4.78% | +1.5% |
| Q4 2017 | $38,531,000 | +17.1% | 449,976 | +10.9% | 4.71% | +5.5% |
| Q3 2017 | $32,903,000 | +15.8% | 405,910 | +11.6% | 4.46% | +7.2% |
| Q2 2017 | $28,414,000 | +10.5% | 363,591 | +9.8% | 4.16% | +3.3% |
| Q1 2017 | $25,708,000 | +26.8% | 331,073 | +23.8% | 4.03% | +18.5% |
| Q4 2016 | $20,269,000 | +10.0% | 267,515 | +4.7% | 3.40% | +3.5% |
| Q3 2016 | $18,432,000 | +4.9% | 255,528 | +3.9% | 3.29% | -0.3% |
| Q2 2016 | $17,574,000 | +10.6% | 245,962 | +6.9% | 3.30% | +6.6% |
| Q1 2016 | $15,890,000 | +0.2% | 230,155 | -3.2% | 3.09% | -5.5% |
| Q4 2015 | $15,864,000 | +9.1% | 237,663 | +2.4% | 3.27% | +5.5% |
| Q3 2015 | $14,542,000 | -3.8% | 232,121 | +3.4% | 3.10% | +4.0% |
| Q2 2015 | $15,112,000 | +2.6% | 224,521 | +4.1% | 2.98% | +2.5% |
| Q1 2015 | $14,735,000 | +7.6% | 215,771 | +8.3% | 2.91% | +2.6% |
| Q4 2014 | $13,699,000 | +24.0% | 199,252 | +19.7% | 2.84% | +27.1% |
| Q3 2014 | $11,050,000 | +17.8% | 166,419 | +17.7% | 2.23% | +21.1% |
| Q2 2014 | $9,379,000 | +12.3% | 141,450 | +6.9% | 1.84% | +10.6% |
| Q1 2014 | $8,350,000 | +18.9% | 132,301 | +17.4% | 1.67% | +17.1% |
| Q4 2013 | $7,021,000 | +13.3% | 112,678 | +4.5% | 1.42% | +0.4% |
| Q3 2013 | $6,198,000 | +16.8% | 107,816 | +14.5% | 1.42% | +11.8% |
| Q2 2013 | $5,306,000 | – | 94,133 | – | 1.27% | – |
Download | ||||||
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% |