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 | $17,255,254 | -6.6% | 167,007 | -4.1% | 1.74% | -4.3% |
| Q2 2023 | $18,474,422 | -4.2% | 174,171 | -4.7% | 1.82% | -10.3% |
| Q1 2023 | $19,277,644 | -0.8% | 182,726 | +1.7% | 2.02% | -7.3% |
| Q4 2022 | $19,438,647 | +24.2% | 179,638 | +8.9% | 2.18% | -3.7% |
| Q3 2022 | $15,657,000 | +0.5% | 165,018 | +7.7% | 2.27% | +8.4% |
| Q2 2022 | $15,585,000 | +9.1% | 153,244 | +20.4% | 2.09% | +21.9% |
| Q1 2022 | $14,290,000 | +30.3% | 127,308 | +30.2% | 1.72% | +18.9% |
| Q4 2021 | $10,964,000 | +22.4% | 97,797 | +12.8% | 1.44% | +6.0% |
| Q3 2021 | $8,961,000 | +12.2% | 86,707 | +13.8% | 1.36% | +1.7% |
| Q2 2021 | $7,986,000 | +60.2% | 76,219 | +54.5% | 1.34% | +17.9% |
| Q1 2021 | $4,985,000 | +34.5% | 49,317 | +21.8% | 1.14% | +16.3% |
| Q4 2020 | $3,705,000 | +28.1% | 40,491 | +13.3% | 0.98% | +8.8% |
| Q3 2020 | $2,892,000 | +2.2% | 35,733 | -0.5% | 0.90% | -10.7% |
| Q2 2020 | $2,829,000 | +3.1% | 35,906 | -7.5% | 1.00% | -14.2% |
| Q1 2020 | $2,745,000 | -4.1% | 38,800 | +27.0% | 1.17% | +18.6% |
| Q4 2019 | $2,862,000 | +11.9% | 30,542 | +7.1% | 0.99% | +7.3% |
| Q3 2019 | $2,558,000 | +237.5% | 28,529 | +229.1% | 0.92% | +83.6% |
| Q2 2019 | $758,000 | +23.9% | 8,669 | +21.3% | 0.50% | +19.3% |
| Q1 2019 | $612,000 | +46.1% | 7,149 | +33.2% | 0.42% | +25.0% |
| Q4 2018 | $419,000 | -3.0% | 5,368 | +8.2% | 0.34% | +8.4% |
| Q3 2018 | $432,000 | -12.9% | 4,960 | -17.0% | 0.31% | -25.1% |
| Q2 2018 | $496,000 | +25.3% | 5,977 | +24.5% | 0.41% | +14.7% |
| Q1 2018 | $396,000 | -17.3% | 4,799 | -14.2% | 0.36% | -17.8% |
| Q4 2017 | $479,000 | +5.7% | 5,593 | +0.1% | 0.44% | -0.2% |
| Q3 2017 | $453,000 | +3.9% | 5,587 | +0.1% | 0.44% | +22.6% |
| Q2 2017 | $436,000 | +0.7% | 5,582 | +0.1% | 0.36% | -14.9% |
| Q1 2017 | $433,000 | -1.6% | 5,576 | -3.9% | 0.42% | -11.2% |
| Q4 2016 | $440,000 | +12.2% | 5,804 | +6.9% | 0.48% | +22.4% |
| Q3 2016 | $392,000 | +1.0% | 5,428 | 0.0% | 0.39% | -4.7% |
| Q2 2016 | $388,000 | +3.5% | 5,428 | 0.0% | 0.41% | -5.6% |
| Q1 2016 | $375,000 | +3.6% | 5,428 | 0.0% | 0.43% | -8.5% |
| Q4 2015 | $362,000 | – | 5,428 | – | 0.47% | – |
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% |