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 | $7,083,206 | -12.7% | 68,556 | -10.4% | 0.01% | 0.0% |
| Q2 2023 | $8,116,052 | +65.4% | 76,516 | +64.5% | 0.01% | +66.7% |
| Q1 2023 | $4,907,333 | -63.6% | 46,515 | -62.7% | 0.00% | -70.0% |
| Q4 2022 | $13,497,899 | +129.0% | 124,738 | +0.5% | 0.01% | +150.0% |
| Q3 2022 | $5,894,889 | -54.9% | 124,136 | -3.4% | 0.00% | -55.6% |
| Q2 2022 | $13,067,000 | +181.7% | 128,481 | +210.9% | 0.01% | +350.0% |
| Q1 2022 | $4,639,000 | -39.0% | 41,325 | -39.1% | 0.00% | -33.3% |
| Q4 2021 | $7,608,000 | +148.5% | 67,866 | +129.0% | 0.00% | +200.0% |
| Q3 2021 | $3,062,000 | -16.7% | 29,632 | -15.5% | 0.00% | -50.0% |
| Q2 2021 | $3,674,000 | +61.6% | 35,064 | +55.9% | 0.00% | +100.0% |
| Q1 2021 | $2,274,000 | +313.5% | 22,496 | +274.5% | 0.00% | – |
| Q4 2020 | $550,000 | -70.6% | 6,007 | -69.9% | 0.00% | -100.0% |
| Q4 2019 | $1,871,000 | +8.4% | 19,966 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $1,726,000 | -12.2% | 19,451 | -13.6% | 0.00% | 0.0% |
| Q2 2019 | $1,966,000 | +2.9% | 22,500 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $1,911,000 | +298.1% | 22,314 | +262.2% | 0.00% | – |
| Q4 2018 | $480,000 | -59.7% | 6,161 | -55.0% | 0.00% | -100.0% |
| Q3 2018 | $1,192,000 | +74.5% | 13,690 | +66.4% | 0.00% | – |
| Q2 2018 | $683,000 | +102.7% | 8,226 | +101.3% | 0.00% | – |
| Q1 2018 | $337,000 | -69.1% | 4,086 | -67.9% | 0.00% | -100.0% |
| Q4 2017 | $1,089,000 | -3.7% | 12,713 | -8.9% | 0.00% | 0.0% |
| Q3 2017 | $1,131,000 | +32.7% | 13,950 | +28.0% | 0.00% | 0.0% |
| Q2 2017 | $852,000 | – | 10,896 | – | 0.00% | – |
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% |