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 2023 | $496 | +58.0% | 4,800 | +65.5% | 0.00% | – |
Q4 2022 | $314 | -100.0% | 2,900 | -90.7% | 0.00% | -100.0% |
Q3 2022 | $2,970,000 | +61.3% | 31,300 | +72.9% | 0.00% | +100.0% |
Q2 2022 | $1,841,000 | +60.8% | 18,100 | +77.5% | 0.00% | +100.0% |
Q1 2022 | $1,145,000 | -13.5% | 10,200 | -13.6% | 0.00% | -50.0% |
Q4 2021 | $1,323,000 | -1.6% | 11,800 | -9.2% | 0.00% | 0.0% |
Q3 2021 | $1,344,000 | -17.4% | 13,000 | -35.3% | 0.00% | 0.0% |
Q3 2020 | $1,627,000 | +228.0% | 20,100 | +219.0% | 0.00% | – |
Q2 2020 | $496,000 | -9.0% | 6,300 | -18.2% | 0.00% | -100.0% |
Q1 2020 | $545,000 | +36.6% | 7,700 | +71.1% | 0.00% | – |
Q3 2019 | $399,000 | -10.5% | 4,500 | -11.8% | 0.00% | – |
Q2 2019 | $446,000 | +6.2% | 5,100 | +4.1% | 0.00% | – |
Q1 2019 | $420,000 | -29.2% | 4,900 | -35.5% | 0.00% | -100.0% |
Q4 2018 | $593,000 | +23.8% | 7,600 | +38.2% | 0.00% | – |
Q3 2018 | $479,000 | -27.9% | 5,500 | -31.2% | 0.00% | – |
Q2 2018 | $664,000 | – | 8,000 | – | 0.00% | – |
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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% |