VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $593,000 | -7.5% | 6,252 | -0.7% | 0.04% | -6.5% |
| Q2 2022 | $641,000 | -6.6% | 6,299 | +3.1% | 0.05% | +12.2% |
| Q1 2022 | $686,000 | -4.6% | 6,107 | -4.8% | 0.04% | +2.5% |
| Q4 2021 | $719,000 | -69.8% | 6,412 | -72.1% | 0.04% | -72.8% |
| Q3 2021 | $2,378,000 | -3.7% | 23,010 | -2.4% | 0.15% | -1.3% |
| Q2 2021 | $2,469,000 | +4.8% | 23,571 | +1.1% | 0.15% | -3.2% |
| Q1 2021 | $2,356,000 | +17.2% | 23,310 | +6.1% | 0.15% | +7.7% |
| Q4 2020 | $2,011,000 | +14.8% | 21,979 | +1.6% | 0.14% | +0.7% |
| Q3 2020 | $1,751,000 | +4.0% | 21,637 | +1.3% | 0.14% | -14.5% |
| Q2 2020 | $1,683,000 | +93.9% | 21,365 | +74.1% | 0.17% | +67.7% |
| Q1 2020 | $868,000 | +263.2% | 12,273 | +289.9% | 0.10% | +371.4% |
| Q4 2016 | $239,000 | – | 3,148 | – | 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% |
| 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% |