VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,923 | -29.1% | 3,551 | -27.2% | 0.02% | -25.0% |
| Q2 2023 | $517,744 | +2.6% | 4,881 | +2.1% | 0.03% | -3.0% |
| Q1 2023 | $504,412 | -2.5% | 4,781 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $517,369 | +14.0% | 4,781 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $454,000 | -6.6% | 4,781 | 0.0% | 0.03% | -5.9% |
| Q2 2022 | $486,000 | +13.8% | 4,781 | +25.8% | 0.03% | +41.7% |
| Q1 2022 | $427,000 | +8.1% | 3,801 | +7.9% | 0.02% | +14.3% |
| Q4 2021 | $395,000 | +6.8% | 3,523 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $370,000 | +25.0% | 3,583 | +26.7% | 0.02% | +23.5% |
| Q2 2021 | $296,000 | – | 2,828 | – | 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% |