VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,285,084 | +25.1% | 178,219 | +9.7% | 1.45% | +15.9% |
| Q3 2022 | $15,410,000 | -8.0% | 162,415 | -1.4% | 1.25% | +1.4% |
| Q2 2022 | $16,747,000 | -10.9% | 164,670 | -1.7% | 1.24% | +5.5% |
| Q1 2022 | $18,799,000 | -0.5% | 167,477 | -0.6% | 1.17% | +4.9% |
| Q4 2021 | $18,896,000 | +8.1% | 168,547 | -0.4% | 1.12% | -2.4% |
| Q3 2021 | $17,480,000 | -1.2% | 169,139 | +0.1% | 1.14% | -0.3% |
| Q2 2021 | $17,699,000 | +5.9% | 168,929 | +2.2% | 1.15% | +2.0% |
| Q1 2021 | $16,717,000 | +11.5% | 165,368 | +1.0% | 1.12% | +10.1% |
| Q4 2020 | $14,987,000 | +33.2% | 163,773 | +17.8% | 1.02% | +24.9% |
| Q3 2020 | $11,248,000 | +3.2% | 138,987 | +0.5% | 0.82% | -6.2% |
| Q2 2020 | $10,895,000 | +9.8% | 138,291 | -1.4% | 0.87% | -4.6% |
| Q1 2020 | $9,921,000 | -19.6% | 140,232 | +6.6% | 0.91% | -5.0% |
| Q4 2019 | $12,333,000 | +6.4% | 131,611 | +0.8% | 0.96% | +1.1% |
| Q3 2019 | $11,589,000 | +2.1% | 130,605 | +0.5% | 0.95% | -2.0% |
| Q2 2019 | $11,354,000 | +6.0% | 129,935 | +3.9% | 0.97% | +2.3% |
| Q1 2019 | $10,714,000 | +173.0% | 125,072 | +148.6% | 0.95% | +140.3% |
| Q4 2018 | $3,924,000 | +122.4% | 50,316 | +148.4% | 0.40% | +142.3% |
| Q3 2018 | $1,764,000 | +118.0% | 20,256 | +108.0% | 0.16% | +101.2% |
| Q2 2018 | $809,000 | +55.0% | 9,737 | +53.8% | 0.08% | +55.8% |
| Q1 2018 | $522,000 | -12.4% | 6,332 | -9.0% | 0.05% | -8.8% |
| Q4 2017 | $596,000 | -10.4% | 6,956 | -15.2% | 0.06% | -16.2% |
| Q3 2017 | $665,000 | +185.4% | 8,203 | +175.1% | 0.07% | +183.3% |
| Q2 2017 | $233,000 | – | 2,982 | – | 0.02% | – |
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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% |