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 | $8,165,149 | -9.5% | 79,028 | -7.1% | 0.14% | -7.6% |
| Q2 2023 | $9,022,284 | -1.5% | 85,060 | -2.0% | 0.16% | -6.0% |
| Q1 2023 | $9,159,494 | -2.8% | 86,820 | -0.4% | 0.17% | -8.7% |
| Q4 2022 | $9,427,980 | +14.1% | 87,127 | +0.0% | 0.18% | +5.8% |
| Q3 2022 | $8,264,000 | -5.8% | 87,104 | +1.0% | 0.17% | -2.3% |
| Q2 2022 | $8,772,000 | -9.5% | 86,248 | -0.1% | 0.18% | +8.6% |
| Q1 2022 | $9,688,000 | -0.5% | 86,311 | -0.6% | 0.16% | +3.2% |
| Q4 2021 | $9,736,000 | +3.8% | 86,848 | -4.3% | 0.16% | -7.6% |
| Q3 2021 | $9,381,000 | -1.6% | 90,771 | -0.2% | 0.17% | +0.6% |
| Q2 2021 | $9,532,000 | +3.0% | 90,980 | -0.6% | 0.17% | -5.6% |
| Q1 2021 | $9,254,000 | +10.3% | 91,542 | -0.2% | 0.18% | +0.6% |
| Q4 2020 | $8,393,000 | +8.5% | 91,723 | -4.0% | 0.18% | -2.7% |
| Q3 2020 | $7,733,000 | -3.0% | 95,555 | -5.6% | 0.18% | -16.7% |
| Q2 2020 | $7,975,000 | +5.1% | 101,226 | -5.6% | 0.22% | -10.9% |
| Q1 2020 | $7,585,000 | -27.2% | 107,211 | -3.5% | 0.25% | -9.2% |
| Q4 2019 | $10,415,000 | -2.3% | 111,145 | -7.5% | 0.27% | -10.5% |
| Q3 2019 | $10,656,000 | -2.9% | 120,102 | -4.4% | 0.30% | -5.3% |
| Q2 2019 | $10,978,000 | -1.2% | 125,632 | -3.2% | 0.32% | -5.3% |
| Q1 2019 | $11,115,000 | +9.4% | 129,778 | -0.4% | 0.34% | -2.9% |
| Q4 2018 | $10,164,000 | -10.4% | 130,321 | +0.1% | 0.35% | -1.1% |
| Q3 2018 | $11,340,000 | +0.6% | 130,212 | -4.1% | 0.35% | -5.1% |
| Q2 2018 | $11,276,000 | -1.4% | 135,777 | -2.1% | 0.37% | -2.9% |
| Q1 2018 | $11,441,000 | -3.8% | 138,686 | -0.1% | 0.38% | -7.5% |
| Q4 2017 | $11,891,000 | +6.3% | 138,868 | +0.6% | 0.42% | +1.7% |
| Q3 2017 | $11,187,000 | +3.7% | 138,010 | 0.0% | 0.41% | -2.2% |
| Q2 2017 | $10,786,000 | -0.0% | 138,010 | -0.7% | 0.42% | -4.1% |
| Q1 2017 | $10,791,000 | +3.8% | 138,975 | +1.3% | 0.44% | -1.6% |
| Q4 2016 | $10,395,000 | +2.5% | 137,192 | -2.4% | 0.44% | 0.0% |
| Q3 2016 | $10,137,000 | -5.8% | 140,544 | -6.7% | 0.44% | -6.8% |
| Q2 2016 | $10,757,000 | -12.9% | 150,557 | -15.8% | 0.47% | -13.2% |
| Q1 2016 | $12,348,000 | -8.7% | 178,849 | -11.8% | 0.55% | -11.1% |
| Q4 2015 | $13,530,000 | +20.0% | 202,700 | +12.6% | 0.61% | +12.0% |
| Q3 2015 | $11,275,000 | -11.3% | 179,963 | -4.7% | 0.55% | -2.8% |
| Q2 2015 | $12,713,000 | -0.4% | 188,875 | +1.0% | 0.56% | -3.6% |
| Q1 2015 | $12,770,000 | -4.7% | 187,005 | -4.1% | 0.58% | -8.2% |
| Q4 2014 | $13,402,000 | +2.8% | 194,947 | -0.7% | 0.64% | +0.3% |
| Q3 2014 | $13,032,000 | -7.2% | 196,264 | -7.3% | 0.64% | -8.2% |
| Q2 2014 | $14,041,000 | +11.4% | 211,752 | +6.1% | 0.69% | +7.1% |
| Q1 2014 | $12,600,000 | +0.1% | 199,662 | -1.2% | 0.65% | +0.2% |
| Q4 2013 | $12,586,000 | +7.8% | 201,993 | -0.5% | 0.64% | +2.1% |
| Q3 2013 | $11,674,000 | +29.3% | 203,054 | +26.8% | 0.63% | +24.9% |
| Q2 2013 | $9,027,000 | – | 160,163 | – | 0.51% | – |
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% |