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 | $2,365,614 | -4.3% | 22,896 | -1.8% | 0.16% | -0.6% |
| Q2 2023 | $2,473,022 | +0.2% | 23,315 | -0.4% | 0.16% | -6.4% |
| Q1 2023 | $2,469,017 | -2.3% | 23,403 | +0.2% | 0.17% | -7.0% |
| Q4 2022 | $2,528,002 | +9.8% | 23,362 | -3.7% | 0.18% | +1.6% |
| Q3 2022 | $2,302,000 | -1.3% | 24,258 | +5.8% | 0.18% | +2.2% |
| Q2 2022 | $2,332,000 | -6.5% | 22,922 | +3.2% | 0.18% | +5.3% |
| Q1 2022 | $2,493,000 | -0.8% | 22,204 | -1.0% | 0.17% | +6.3% |
| Q4 2021 | $2,514,000 | +8.8% | 22,418 | +0.3% | 0.16% | -3.0% |
| Q3 2021 | $2,310,000 | -1.4% | 22,358 | -0.0% | 0.16% | +0.6% |
| Q2 2021 | $2,343,000 | -2.1% | 22,361 | -5.6% | 0.16% | -8.9% |
| Q1 2021 | $2,394,000 | +8.8% | 23,687 | -1.5% | 0.18% | +2.3% |
| Q4 2020 | $2,201,000 | +11.1% | 24,046 | -1.8% | 0.18% | -3.3% |
| Q3 2020 | $1,981,000 | +1.8% | 24,475 | -0.9% | 0.18% | -5.7% |
| Q2 2020 | $1,946,000 | +8.8% | 24,706 | -2.3% | 0.19% | +15.0% |
| Q1 2020 | $1,788,000 | -21.0% | 25,282 | +4.7% | 0.17% | -2.3% |
| Q4 2019 | $2,263,000 | +11.0% | 24,142 | +5.1% | 0.17% | +4.3% |
| Q3 2019 | $2,038,000 | +10.1% | 22,974 | +8.5% | 0.16% | +6.5% |
| Q2 2019 | $1,851,000 | +18.4% | 21,182 | +16.1% | 0.15% | +14.1% |
| Q1 2019 | $1,563,000 | +8.2% | 18,249 | -1.5% | 0.14% | -3.6% |
| Q4 2018 | $1,444,000 | -14.7% | 18,522 | -4.7% | 0.14% | -2.1% |
| Q3 2018 | $1,693,000 | +8.2% | 19,438 | +3.1% | 0.14% | +2.1% |
| Q2 2018 | $1,565,000 | -0.8% | 18,850 | -1.4% | 0.14% | -6.0% |
| Q1 2018 | $1,578,000 | -6.7% | 19,118 | -3.2% | 0.15% | -5.1% |
| Q4 2017 | $1,692,000 | +9.1% | 19,754 | +3.3% | 0.16% | +1.9% |
| Q3 2017 | $1,551,000 | +13.1% | 19,129 | +9.0% | 0.15% | +9.2% |
| Q2 2017 | $1,371,000 | +1.8% | 17,549 | +1.2% | 0.14% | -3.4% |
| Q1 2017 | $1,347,000 | +20.4% | 17,344 | +17.4% | 0.15% | +13.2% |
| Q4 2016 | $1,119,000 | +82.5% | 14,768 | +73.8% | 0.13% | +67.5% |
| Q3 2016 | $613,000 | +14.6% | 8,496 | +13.6% | 0.08% | +8.5% |
| Q2 2016 | $535,000 | +30.2% | 7,480 | +25.6% | 0.07% | +22.4% |
| Q1 2016 | $411,000 | +13.2% | 5,954 | +9.7% | 0.06% | +11.5% |
| Q4 2015 | $363,000 | +131.2% | 5,426 | +116.1% | 0.05% | +116.7% |
| Q3 2015 | $157,000 | -9.8% | 2,511 | -2.5% | 0.02% | -4.0% |
| Q2 2015 | $174,000 | +16.0% | 2,575 | +17.1% | 0.02% | +13.6% |
| Q1 2015 | $150,000 | +188.5% | 2,199 | +189.3% | 0.02% | +175.0% |
| Q4 2014 | $52,000 | +126.1% | 760 | +120.3% | 0.01% | +166.7% |
| Q3 2014 | $23,000 | – | 345 | – | 0.00% | – |
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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% |