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 | $8,442,174 | -4.3% | 81,709 | -1.8% | 0.89% | -2.4% |
| Q2 2023 | $8,825,873 | -0.1% | 83,208 | -0.6% | 0.92% | -2.6% |
| Q1 2023 | $8,834,887 | -9.1% | 83,743 | -6.8% | 0.94% | -14.7% |
| Q4 2022 | $9,722,669 | +13.7% | 89,850 | -0.3% | 1.10% | +3.0% |
| Q3 2022 | $8,552,000 | -7.2% | 90,132 | -0.5% | 1.07% | -6.0% |
| Q2 2022 | $9,211,000 | -6.4% | 90,572 | +3.3% | 1.14% | 0.0% |
| Q1 2022 | $9,843,000 | -0.4% | 87,688 | -0.5% | 1.14% | -10.0% |
| Q4 2021 | $9,884,000 | +7.6% | 88,166 | -0.8% | 1.26% | -5.5% |
| Q3 2021 | $9,184,000 | -1.8% | 88,866 | -0.5% | 1.34% | -9.0% |
| Q2 2021 | $9,354,000 | -0.8% | 89,277 | -4.3% | 1.47% | -8.5% |
| Q1 2021 | $9,429,000 | +11.2% | 93,278 | +0.7% | 1.60% | +1.5% |
| Q4 2020 | $8,480,000 | +12.1% | 92,664 | -0.9% | 1.58% | -2.5% |
| Q3 2020 | $7,568,000 | +1.9% | 93,509 | -0.8% | 1.62% | -8.8% |
| Q2 2020 | $7,428,000 | +6.3% | 94,292 | -4.5% | 1.78% | -7.6% |
| Q1 2020 | $6,989,000 | -21.1% | 98,786 | +4.5% | 1.92% | -4.1% |
| Q4 2019 | $8,859,000 | +5.5% | 94,539 | -0.1% | 2.01% | -2.3% |
| Q3 2019 | $8,399,000 | +0.0% | 94,661 | -1.5% | 2.05% | -1.2% |
| Q2 2019 | $8,397,000 | -6.3% | 96,094 | -8.2% | 2.08% | -10.7% |
| Q1 2019 | $8,965,000 | +10.0% | 104,655 | +0.2% | 2.33% | +1.5% |
| Q4 2018 | $8,148,000 | +0.3% | 104,476 | +12.0% | 2.30% | +3.4% |
| Q3 2018 | $8,124,000 | -6.4% | 93,283 | -10.8% | 2.22% | -7.3% |
| Q2 2018 | $8,684,000 | -15.1% | 104,564 | -15.7% | 2.39% | -15.5% |
| Q1 2018 | $10,233,000 | -13.4% | 124,051 | -10.1% | 2.83% | -7.0% |
| Q4 2017 | $11,822,000 | +4.8% | 138,056 | -0.8% | 3.05% | -1.0% |
| Q3 2017 | $11,281,000 | +2.7% | 139,153 | -0.9% | 3.08% | -0.6% |
| Q2 2017 | $10,980,000 | -10.9% | 140,478 | -13.7% | 3.10% | -13.6% |
| Q1 2017 | $12,330,000 | 0.0% | 162,730 | 0.0% | 3.58% | +1.1% |
| Q4 2016 | $12,330,000 | +5.3% | 162,730 | +0.3% | 3.55% | +5.6% |
| Q3 2016 | $11,705,000 | +1.9% | 162,255 | +1.0% | 3.36% | -2.2% |
| Q2 2016 | $11,485,000 | +1.6% | 160,725 | -1.8% | 3.44% | +0.6% |
| Q1 2016 | $11,299,000 | +4.0% | 163,660 | +0.5% | 3.41% | +6.8% |
| Q4 2015 | $10,869,000 | +6.2% | 162,835 | -0.3% | 3.20% | +2.6% |
| Q3 2015 | $10,236,000 | -48.3% | 163,390 | -44.4% | 3.12% | +2.2% |
| Q2 2015 | $19,794,000 | +107.7% | 294,034 | +110.7% | 3.05% | +3.7% |
| Q1 2015 | $9,532,000 | +28.7% | 139,567 | +29.5% | 2.94% | +29.3% |
| Q4 2014 | $7,409,000 | +11.8% | 107,767 | +8.0% | 2.28% | +19.5% |
| Q3 2014 | $6,629,000 | +3.4% | 99,822 | +3.3% | 1.90% | +5.3% |
| Q2 2014 | $6,409,000 | +10.2% | 96,647 | +4.9% | 1.81% | +7.0% |
| Q1 2014 | $5,818,000 | +0.8% | 92,172 | -0.5% | 1.69% | -2.5% |
| Q4 2013 | $5,774,000 | +10.3% | 92,647 | +1.7% | 1.73% | -9.1% |
| Q3 2013 | $5,236,000 | +2.5% | 91,072 | +0.6% | 1.91% | +12.2% |
| Q2 2013 | $5,106,000 | – | 90,572 | – | 1.70% | – |
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% |