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 | $7,614 | -2.6% | 73,694 | +0.0% | 4.06% | +0.6% |
| Q2 2023 | $7,814 | -2.3% | 73,671 | -2.8% | 4.04% | -6.7% |
| Q1 2023 | $7,999 | -8.4% | 75,821 | -6.0% | 4.33% | -10.9% |
| Q4 2022 | $8,732 | -99.9% | 80,696 | +0.4% | 4.85% | +15.5% |
| Q3 2022 | $7,627,000 | -6.7% | 80,381 | +0.0% | 4.20% | -1.0% |
| Q2 2022 | $8,175,000 | -9.2% | 80,380 | +0.2% | 4.25% | +6.8% |
| Q1 2022 | $9,006,000 | +2.7% | 80,230 | +2.6% | 3.98% | +8.2% |
| Q4 2021 | $8,770,000 | +12.3% | 78,230 | +3.5% | 3.67% | +4.9% |
| Q3 2021 | $7,810,000 | +2.2% | 75,570 | +3.6% | 3.50% | +0.7% |
| Q2 2021 | $7,640,000 | +2.9% | 72,920 | -0.7% | 3.48% | -2.5% |
| Q1 2021 | $7,425,000 | +9.7% | 73,449 | -0.7% | 3.56% | +6.5% |
| Q4 2020 | $6,767,000 | +12.9% | 73,951 | -0.1% | 3.34% | -4.3% |
| Q3 2020 | $5,993,000 | -1.1% | 74,055 | -3.7% | 3.50% | -9.0% |
| Q2 2020 | $6,060,000 | +6.1% | 76,925 | -4.7% | 3.84% | -10.6% |
| Q1 2020 | $5,709,000 | -33.1% | 80,699 | -11.4% | 4.30% | -16.6% |
| Q4 2019 | $8,533,000 | +9.2% | 91,054 | +3.4% | 5.15% | -2.7% |
| Q3 2019 | $7,812,000 | +6.1% | 88,039 | +4.5% | 5.29% | +3.9% |
| Q2 2019 | $7,361,000 | -3.2% | 84,239 | -5.1% | 5.10% | -10.0% |
| Q1 2019 | $7,606,000 | +9.8% | 88,789 | -0.0% | 5.66% | +0.3% |
| Q4 2018 | $6,926,000 | -8.5% | 88,803 | +2.2% | 5.64% | +10.0% |
| Q3 2018 | $7,568,000 | +7.3% | 86,903 | +2.3% | 5.13% | +1.3% |
| Q2 2018 | $7,053,000 | +0.7% | 84,928 | 0.0% | 5.07% | -1.3% |
| Q1 2018 | $7,006,000 | -2.9% | 84,928 | +0.8% | 5.14% | -1.4% |
| Q4 2017 | $7,214,000 | +5.2% | 84,243 | -0.4% | 5.21% | +2.1% |
| Q3 2017 | $6,859,000 | +5.5% | 84,602 | +1.7% | 5.10% | +5.2% |
| Q2 2017 | $6,500,000 | +3.9% | 83,157 | +3.2% | 4.84% | +2.8% |
| Q1 2017 | $6,255,000 | -0.6% | 80,558 | -3.0% | 4.71% | -3.8% |
| Q4 2016 | $6,292,000 | +19.3% | 83,043 | +13.6% | 4.90% | +14.2% |
| Q3 2016 | $5,275,000 | +11.9% | 73,125 | +10.8% | 4.29% | +6.8% |
| Q2 2016 | $4,714,000 | +17.9% | 65,970 | +13.9% | 4.02% | +16.0% |
| Q1 2016 | $3,999,000 | +2.9% | 57,930 | -0.5% | 3.46% | +1.4% |
| Q4 2015 | $3,886,000 | +3.1% | 58,223 | -3.2% | 3.41% | -2.5% |
| Q3 2015 | $3,770,000 | -8.2% | 60,173 | -1.3% | 3.50% | -0.7% |
| Q2 2015 | $4,105,000 | -7.9% | 60,973 | -6.5% | 3.53% | -9.9% |
| Q1 2015 | $4,456,000 | +1.7% | 65,243 | +2.4% | 3.91% | -1.5% |
| Q4 2014 | $4,381,000 | – | 63,728 | – | 3.97% | – |
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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% |