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 | $215,422 | -13.0% | 2,085 | -10.7% | 0.11% | -9.4% |
| Q2 2023 | $247,673 | +76107.1% | 2,335 | -24.3% | 0.12% | -21.5% |
| Q1 2023 | $325 | -1.8% | 3,085 | +0.8% | 0.15% | -3.9% |
| Q4 2022 | $331 | -99.9% | 3,060 | -1.1% | 0.16% | +5.4% |
| Q3 2022 | $294,000 | +6.1% | 3,095 | +13.6% | 0.15% | +16.7% |
| Q2 2022 | $277,000 | -8.3% | 2,725 | +1.3% | 0.13% | +5.9% |
| Q1 2022 | $302,000 | +0.7% | 2,690 | +0.6% | 0.12% | +4.4% |
| Q4 2021 | $300,000 | +14.9% | 2,675 | +5.9% | 0.11% | +5.6% |
| Q3 2021 | $261,000 | +6.1% | 2,525 | +7.4% | 0.11% | +12.5% |
| Q2 2021 | $246,000 | – | 2,350 | – | 0.10% | – |
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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% |