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 | $650,916 | -2.6% | 6,300 | 0.0% | 0.08% | +4.2% |
| Q2 2023 | $668,241 | +0.5% | 6,300 | 0.0% | 0.07% | -4.0% |
| Q1 2023 | $664,650 | -2.5% | 6,300 | 0.0% | 0.08% | -6.2% |
| Q4 2022 | $681,723 | +14.0% | 6,300 | 0.0% | 0.08% | +5.3% |
| Q3 2022 | $598,000 | -6.7% | 6,300 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $641,000 | -9.3% | 6,300 | 0.0% | 0.08% | +4.2% |
| Q1 2022 | $707,000 | +0.1% | 6,300 | 0.0% | 0.07% | +4.3% |
| Q4 2021 | $706,000 | +8.4% | 6,300 | 0.0% | 0.07% | -4.2% |
| Q3 2021 | $651,000 | -1.4% | 6,300 | 0.0% | 0.07% | -6.5% |
| Q2 2021 | $660,000 | +3.6% | 6,300 | 0.0% | 0.08% | -7.2% |
| Q1 2021 | $637,000 | +10.4% | 6,300 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $577,000 | +13.1% | 6,300 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $510,000 | +2.8% | 6,300 | 0.0% | 0.08% | -7.7% |
| Q2 2020 | $496,000 | +11.2% | 6,300 | 0.0% | 0.09% | -4.2% |
| Q1 2020 | $446,000 | -24.4% | 6,300 | 0.0% | 0.10% | +3.3% |
| Q4 2019 | $590,000 | +5.5% | 6,300 | 0.0% | 0.09% | -3.2% |
| Q3 2019 | $559,000 | +1.6% | 6,300 | 0.0% | 0.10% | -3.1% |
| Q2 2019 | $550,000 | +1.9% | 6,300 | 0.0% | 0.10% | -2.0% |
| Q1 2019 | $540,000 | +10.0% | 6,300 | 0.0% | 0.10% | +3.1% |
| Q4 2018 | $491,000 | -10.6% | 6,300 | 0.0% | 0.10% | +24.4% |
| Q3 2018 | $549,000 | +5.0% | 6,300 | 0.0% | 0.08% | -3.7% |
| Q2 2018 | $523,000 | +0.6% | 6,300 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $520,000 | -3.5% | 6,300 | 0.0% | 0.08% | -1.2% |
| Q4 2017 | $539,000 | -47.3% | 6,300 | -50.0% | 0.08% | +2.5% |
| Q3 2017 | $1,022,000 | +107.7% | 12,600 | +100.0% | 0.08% | -1.2% |
| Q2 2017 | $492,000 | +0.6% | 6,300 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $489,000 | +2.5% | 6,300 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $477,000 | +5.1% | 6,300 | 0.0% | 0.08% | +2.5% |
| Q3 2016 | $454,000 | +0.9% | 6,300 | 0.0% | 0.08% | -3.6% |
| Q2 2016 | $450,000 | +3.4% | 6,300 | 0.0% | 0.08% | +33.3% |
| Q1 2016 | $435,000 | – | 6,300 | – | 0.06% | – |
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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% |