VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $420,249 | -32.5% | 3,962 | -39.6% | 0.00% | -50.0% |
| Q3 2022 | $623,000 | -81.4% | 6,562 | -80.0% | 0.00% | -81.8% |
| Q2 2022 | $3,342,000 | -79.9% | 32,862 | -77.9% | 0.01% | -77.6% |
| Q1 2022 | $16,654,000 | -64.9% | 148,362 | -64.9% | 0.05% | -51.5% |
| Q4 2021 | $47,429,000 | +57.8% | 423,062 | +45.5% | 0.10% | +50.7% |
| Q3 2021 | $30,061,000 | -34.7% | 290,862 | -33.8% | 0.07% | -35.6% |
| Q2 2021 | $46,032,000 | -15.2% | 439,362 | -18.2% | 0.10% | -26.2% |
| Q1 2021 | $54,271,000 | +19.5% | 536,862 | +8.1% | 0.14% | +8.5% |
| Q4 2020 | $45,431,000 | -7.9% | 496,462 | -18.5% | 0.13% | -25.7% |
| Q3 2020 | $49,316,000 | +569.8% | 609,362 | +552.0% | 0.18% | +386.1% |
| Q2 2020 | $7,363,000 | +105.4% | 93,462 | +84.5% | 0.04% | +24.1% |
| Q1 2020 | $3,584,000 | -88.9% | 50,662 | -85.3% | 0.03% | -70.1% |
| Q4 2019 | $32,330,000 | +87.5% | 345,000 | +77.6% | 0.10% | +67.2% |
| Q3 2019 | $17,240,000 | +1.3% | 194,300 | -0.3% | 0.06% | +1.8% |
| Q2 2019 | $17,022,000 | +64.8% | 194,800 | +61.5% | 0.06% | +72.7% |
| Q1 2019 | $10,331,000 | -15.8% | 120,600 | -23.4% | 0.03% | -31.2% |
| Q4 2018 | $12,276,000 | +112.0% | 157,400 | +136.7% | 0.05% | +200.0% |
| Q3 2018 | $5,791,000 | – | 66,500 | – | 0.02% | – |
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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% |