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 | $413,744 | -2.6% | 4,004 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $424,756 | -7.7% | 4,004 | -8.2% | 0.02% | -14.3% |
| Q1 2023 | $460,032 | +93212.8% | 4,360 | -4.3% | 0.03% | -9.7% |
| Q4 2022 | $493 | -99.9% | 4,554 | +13.7% | 0.03% | +19.2% |
| Q3 2022 | $380,000 | -6.6% | 4,004 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $407,000 | -9.6% | 4,004 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $450,000 | +0.2% | 4,004 | 0.0% | 0.02% | +9.1% |
| Q4 2021 | $449,000 | +11.1% | 4,004 | +2.5% | 0.02% | 0.0% |
| Q3 2021 | $404,000 | -1.2% | 3,906 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $409,000 | -1.7% | 3,906 | -5.0% | 0.02% | -12.0% |
| Q1 2021 | $416,000 | +16.5% | 4,110 | +5.2% | 0.02% | +13.6% |
| Q4 2020 | $357,000 | +13.0% | 3,906 | 0.0% | 0.02% | +4.8% |
| Q3 2020 | $316,000 | +2.6% | 3,906 | 0.0% | 0.02% | -8.7% |
| Q2 2020 | $308,000 | +12.0% | 3,906 | +0.7% | 0.02% | -8.0% |
| Q1 2020 | $275,000 | -12.1% | 3,880 | +16.2% | 0.02% | +8.7% |
| Q4 2019 | $313,000 | +7.6% | 3,340 | +1.7% | 0.02% | 0.0% |
| Q3 2019 | $291,000 | +1.4% | 3,284 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $287,000 | – | 3,284 | – | 0.02% | – |
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% |