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 | $25,472,823 | -5.2% | 246,543 | -2.6% | 0.64% | -16.6% |
| Q2 2023 | $26,862,652 | -0.4% | 253,254 | -1.0% | 0.77% | -11.2% |
| Q1 2023 | $26,978,988 | -2.5% | 255,725 | 0.0% | 0.87% | +36.8% |
| Q4 2022 | $27,672,000 | +12.7% | 255,725 | -1.2% | 0.63% | -7.4% |
| Q3 2022 | $24,560,000 | +65.3% | 258,852 | +82.8% | 0.68% | +76.5% |
| Q2 2022 | $14,857,000 | -19.8% | 141,568 | -14.2% | 0.39% | +12.8% |
| Q1 2022 | $18,515,000 | -1.4% | 164,944 | -3.8% | 0.34% | +8.9% |
| Q4 2021 | $18,779,000 | +6.0% | 171,407 | 0.0% | 0.32% | +1.9% |
| Q3 2021 | $17,715,000 | -6.2% | 171,407 | -4.9% | 0.31% | -10.7% |
| Q2 2021 | $18,883,000 | -97.8% | 180,240 | -97.9% | 0.35% | -97.8% |
| Q1 2021 | $856,453,000 | -1.9% | 8,478,748 | -11.2% | 15.60% | +5.5% |
| Q4 2020 | $873,036,000 | +11.8% | 9,543,393 | -1.2% | 14.78% | -2.5% |
| Q3 2020 | $780,897,000 | +11.4% | 9,656,066 | +8.5% | 15.16% | +2.5% |
| Q2 2020 | $700,953,000 | +4.4% | 8,903,134 | -6.1% | 14.78% | +64.6% |
| Q1 2020 | $671,150,000 | -12.0% | 9,486,211 | +16.5% | 8.98% | +3.5% |
| Q4 2019 | $762,788,000 | +29.8% | 8,140,721 | +22.9% | 8.68% | +17.7% |
| Q3 2019 | $587,739,000 | +124.6% | 6,626,076 | +121.0% | 7.37% | +1032.4% |
| Q2 2019 | $261,737,000 | +1438.7% | 2,998,020 | +1409.8% | 0.65% | +1379.5% |
| Q1 2019 | $17,010,000 | +9.5% | 198,576 | -0.3% | 0.04% | -2.2% |
| Q4 2018 | $15,529,000 | -10.2% | 199,112 | +0.3% | 0.04% | +4.7% |
| Q3 2018 | $17,294,000 | +4.9% | 198,576 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $16,492,000 | +0.7% | 198,576 | -0.0% | 0.04% | 0.0% |
| Q1 2018 | $16,381,000 | -3.7% | 198,580 | +0.0% | 0.04% | -6.4% |
| Q4 2017 | $17,004,000 | +8.0% | 198,576 | 0.0% | 0.05% | +2.2% |
| Q3 2017 | $15,743,000 | +1.4% | 198,576 | -0.0% | 0.05% | -2.1% |
| Q2 2017 | $15,523,000 | +0.7% | 198,607 | +0.0% | 0.05% | -4.1% |
| Q1 2017 | $15,419,000 | +2.5% | 198,576 | -0.0% | 0.05% | -2.0% |
| Q4 2016 | $15,046,000 | -3.8% | 198,580 | -8.5% | 0.05% | -5.7% |
| Q3 2016 | $15,648,000 | +1.0% | 216,910 | -0.0% | 0.05% | -3.6% |
| Q2 2016 | $15,500,000 | +0.9% | 216,911 | -2.6% | 0.06% | 0.0% |
| Q1 2016 | $15,369,000 | +3.3% | 222,610 | -0.1% | 0.06% | +3.8% |
| Q4 2015 | $14,874,000 | +6.6% | 222,829 | +0.1% | 0.05% | +1.9% |
| Q3 2015 | $13,947,000 | -6.9% | 222,610 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $14,986,000 | -1.4% | 222,610 | -0.0% | 0.05% | -1.9% |
| Q1 2015 | $15,204,000 | -0.7% | 222,611 | -0.0% | 0.05% | -1.9% |
| Q4 2014 | $15,305,000 | -6.1% | 222,622 | -9.3% | 0.05% | -8.5% |
| Q3 2014 | $16,294,000 | +0.1% | 245,350 | 0.0% | 0.06% | -1.7% |
| Q2 2014 | $16,270,000 | +5.1% | 245,350 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $15,486,000 | +21.4% | 245,350 | +19.8% | 0.06% | +17.6% |
| Q4 2013 | $12,760,000 | +8.4% | 204,750 | -0.0% | 0.05% | +2.0% |
| Q3 2013 | $11,773,000 | +2.0% | 204,778 | -0.0% | 0.05% | -7.4% |
| Q2 2013 | $11,543,000 | – | 204,779 | – | 0.05% | – |
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% |