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 | $716,421 | -2.6% | 6,934 | 0.0% | 0.43% | -8.4% |
| Q2 2023 | $735,489 | +0.5% | 6,934 | 0.0% | 0.47% | -7.9% |
| Q1 2023 | $731,537 | +4.3% | 6,934 | +6.9% | 0.51% | -0.2% |
| Q4 2022 | $701,634 | +6.0% | 6,484 | -7.1% | 0.51% | -26.6% |
| Q3 2022 | $662,000 | -6.8% | 6,982 | 0.0% | 0.69% | -23.7% |
| Q2 2022 | $710,000 | -6.3% | 6,982 | +3.4% | 0.91% | +14.7% |
| Q1 2022 | $758,000 | +0.1% | 6,752 | 0.0% | 0.79% | -2.2% |
| Q4 2021 | $757,000 | +8.5% | 6,752 | 0.0% | 0.81% | -30.9% |
| Q3 2021 | $698,000 | -1.3% | 6,752 | 0.0% | 1.17% | +8.8% |
| Q2 2021 | $707,000 | +3.5% | 6,752 | 0.0% | 1.08% | -11.2% |
| Q1 2021 | $683,000 | +59.2% | 6,752 | +44.2% | 1.21% | +29.9% |
| Q4 2020 | $429,000 | +13.2% | 4,684 | 0.0% | 0.93% | -7.4% |
| Q3 2020 | $379,000 | +2.7% | 4,684 | 0.0% | 1.01% | -5.7% |
| Q2 2020 | $369,000 | +11.5% | 4,684 | 0.0% | 1.07% | -7.9% |
| Q1 2020 | $331,000 | -24.6% | 4,684 | 0.0% | 1.16% | -4.5% |
| Q4 2019 | $439,000 | +5.5% | 4,684 | 0.0% | 1.22% | -11.3% |
| Q3 2019 | $416,000 | -20.6% | 4,684 | -21.9% | 1.37% | -23.7% |
| Q2 2019 | $524,000 | +2.5% | 6,001 | +0.6% | 1.80% | +3.3% |
| Q1 2019 | $511,000 | +9.9% | 5,965 | 0.0% | 1.74% | -3.7% |
| Q4 2018 | $465,000 | -10.7% | 5,965 | -0.3% | 1.81% | +5.5% |
| Q3 2018 | $521,000 | -0.4% | 5,983 | -5.0% | 1.71% | -1.9% |
| Q2 2018 | $523,000 | -0.4% | 6,296 | -1.1% | 1.75% | -6.1% |
| Q1 2018 | $525,000 | -4.2% | 6,368 | -0.4% | 1.86% | +2.7% |
| Q4 2017 | $548,000 | +5.6% | 6,396 | -0.1% | 1.81% | -0.6% |
| Q3 2017 | $519,000 | -0.6% | 6,401 | -4.2% | 1.82% | -15.1% |
| Q2 2017 | $522,000 | -1.9% | 6,679 | -2.5% | 2.15% | +1.6% |
| Q1 2017 | $532,000 | +1.3% | 6,849 | -1.1% | 2.11% | -0.6% |
| Q4 2016 | $525,000 | +3.8% | 6,927 | -1.2% | 2.12% | +53.9% |
| Q3 2016 | $506,000 | -2.9% | 7,011 | -3.7% | 1.38% | -15.6% |
| Q2 2016 | $521,000 | +3.6% | 7,280 | 0.0% | 1.64% | -2.6% |
| Q1 2016 | $503,000 | -4.6% | 7,280 | -7.9% | 1.68% | +0.7% |
| Q4 2015 | $527,000 | +4.8% | 7,905 | -1.6% | 1.67% | +1.4% |
| Q3 2015 | $503,000 | -7.0% | 8,030 | -0.2% | 1.65% | +3.1% |
| Q2 2015 | $541,000 | -3.2% | 8,043 | -1.7% | 1.60% | -1.4% |
| Q1 2015 | $559,000 | -0.7% | 8,184 | -0.1% | 1.62% | +1.9% |
| Q4 2014 | $563,000 | +2.7% | 8,192 | -0.9% | 1.59% | +7.3% |
| Q3 2014 | $548,000 | 0.0% | 8,264 | 0.0% | 1.48% | +5.4% |
| Q2 2014 | $548,000 | +4.2% | 8,264 | -0.7% | 1.40% | -1.0% |
| Q1 2014 | $526,000 | +1.3% | 8,324 | 0.0% | 1.42% | +4.4% |
| Q4 2013 | $519,000 | +7.2% | 8,324 | -1.1% | 1.36% | -3.4% |
| Q3 2013 | $484,000 | +2.1% | 8,414 | 0.0% | 1.41% | +3.6% |
| Q2 2013 | $474,000 | – | 8,414 | – | 1.36% | – |
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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% |