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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $735,595 | -1.9% | 6,935 | -2.5% | 0.21% | -5.9% |
| Q1 2023 | $750,105 | +64.1% | 7,110 | +68.3% | 0.22% | +51.0% |
| Q4 2022 | $457,187 | +8.9% | 4,225 | -4.5% | 0.15% | -9.8% |
| Q3 2022 | $420,000 | +5.0% | 4,425 | +12.5% | 0.16% | +10.9% |
| Q2 2022 | $400,000 | -9.5% | 3,935 | 0.0% | 0.15% | +6.5% |
| Q1 2022 | $442,000 | +0.2% | 3,935 | 0.0% | 0.14% | +5.3% |
| Q4 2021 | $441,000 | +8.4% | 3,935 | 0.0% | 0.13% | -64.4% |
| Q3 2021 | $407,000 | -1.2% | 3,935 | 0.0% | 0.37% | -1.9% |
| Q2 2021 | $412,000 | +3.5% | 3,935 | 0.0% | 0.38% | -2.8% |
| Q1 2021 | $398,000 | +25.2% | 3,935 | +13.2% | 0.39% | +27.0% |
| Q4 2020 | $318,000 | +13.2% | 3,475 | 0.0% | 0.30% | +6.3% |
| Q3 2020 | $281,000 | -14.6% | 3,475 | -16.8% | 0.29% | -23.3% |
| Q2 2020 | $329,000 | +10.4% | 4,175 | -0.9% | 0.37% | -4.4% |
| Q1 2020 | $298,000 | -24.6% | 4,215 | 0.0% | 0.39% | -7.1% |
| Q4 2019 | $395,000 | +20.8% | 4,215 | +14.2% | 0.42% | +0.2% |
| Q3 2019 | $327,000 | – | 3,690 | – | 0.42% | – |
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% |