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 | $1,092,556 | +2.1% | 10,574 | +4.8% | 0.41% | +2.5% |
| Q2 2023 | $1,070,280 | -12.7% | 10,090 | -13.2% | 0.40% | -13.7% |
| Q1 2023 | $1,226,031 | -11.6% | 11,621 | -9.4% | 0.46% | -17.6% |
| Q4 2022 | $1,387,256 | +8.3% | 12,820 | -5.0% | 0.56% | +2.6% |
| Q3 2022 | $1,281,000 | -5.7% | 13,501 | +1.1% | 0.54% | +1.7% |
| Q2 2022 | $1,358,000 | -8.8% | 13,355 | +0.7% | 0.54% | +2.9% |
| Q1 2022 | $1,489,000 | -3.6% | 13,266 | -3.7% | 0.52% | -1.1% |
| Q4 2021 | $1,544,000 | -42.7% | 13,776 | -47.1% | 0.53% | -35.1% |
| Q3 2021 | $2,694,000 | +8.9% | 26,063 | +10.4% | 0.81% | +15.7% |
| Q2 2021 | $2,474,000 | +12.2% | 23,616 | +8.2% | 0.70% | +8.7% |
| Q1 2021 | $2,205,000 | +17.1% | 21,817 | +6.0% | 0.64% | +6.8% |
| Q4 2020 | $1,883,000 | +23.1% | 20,574 | +8.8% | 0.60% | +15.0% |
| Q3 2020 | $1,530,000 | +11.6% | 18,905 | +8.6% | 0.52% | +0.4% |
| Q2 2020 | $1,371,000 | +18.8% | 17,401 | +6.7% | 0.52% | +3.6% |
| Q1 2020 | $1,154,000 | -18.3% | 16,309 | +8.1% | 0.50% | +3.1% |
| Q4 2019 | $1,413,000 | +15.8% | 15,084 | +9.7% | 0.49% | +7.7% |
| Q3 2019 | $1,220,000 | +9.8% | 13,752 | +8.1% | 0.46% | +11.8% |
| Q2 2019 | $1,111,000 | +14.3% | 12,720 | +12.1% | 0.41% | +7.7% |
| Q1 2019 | $972,000 | +22.9% | 11,351 | +12.0% | 0.38% | +6.2% |
| Q4 2018 | $791,000 | -5.9% | 10,138 | +5.0% | 0.36% | +10.9% |
| Q3 2018 | $841,000 | +32.6% | 9,653 | +26.5% | 0.32% | +26.9% |
| Q2 2018 | $634,000 | +41.2% | 7,631 | +40.2% | 0.25% | +37.5% |
| Q1 2018 | $449,000 | +10.6% | 5,444 | +14.7% | 0.18% | +13.6% |
| Q4 2017 | $406,000 | – | 4,746 | – | 0.16% | – |
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% |