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 | $496 | -2.2% | 4,797 | +0.4% | 0.20% | +3.5% |
| Q2 2023 | $507 | +1.0% | 4,777 | +0.4% | 0.20% | -7.5% |
| Q1 2023 | $502 | -51.1% | 4,756 | -49.8% | 0.21% | -7.4% |
| Q4 2022 | $1,026 | -99.8% | 9,474 | +100.9% | 0.23% | +7.4% |
| Q3 2022 | $447,000 | -6.3% | 4,715 | +0.4% | 0.22% | -0.9% |
| Q2 2022 | $477,000 | -9.1% | 4,695 | +0.4% | 0.22% | +7.4% |
| Q1 2022 | $525,000 | +16.2% | 4,675 | +15.9% | 0.20% | +26.2% |
| Q4 2021 | $452,000 | +2.5% | 4,032 | -5.6% | 0.16% | -10.6% |
| Q3 2021 | $441,000 | -54.5% | 4,270 | -53.9% | 0.18% | -51.9% |
| Q2 2021 | $970,000 | +3.9% | 9,256 | +0.1% | 0.37% | -2.6% |
| Q1 2021 | $934,000 | +10.5% | 9,243 | +0.1% | 0.38% | +5.8% |
| Q4 2020 | $845,000 | +7.5% | 9,231 | -5.0% | 0.36% | +2.6% |
| Q3 2020 | $786,000 | +8.4% | 9,714 | +5.6% | 0.35% | -1.9% |
| Q2 2020 | $725,000 | +11.7% | 9,198 | +0.2% | 0.36% | -11.4% |
| Q1 2020 | $649,000 | -24.4% | 9,178 | +0.2% | 0.40% | -0.5% |
| Q4 2019 | $859,000 | +5.8% | 9,163 | +0.2% | 0.41% | -1.9% |
| Q3 2019 | $812,000 | +1.8% | 9,148 | +0.2% | 0.42% | +3.5% |
| Q2 2019 | $798,000 | +2.2% | 9,133 | +0.1% | 0.40% | -2.0% |
| Q1 2019 | $781,000 | +10.0% | 9,120 | +0.1% | 0.41% | -5.5% |
| Q4 2018 | $710,000 | -10.7% | 9,107 | -0.2% | 0.43% | +10.7% |
| Q3 2018 | $795,000 | +4.9% | 9,123 | 0.0% | 0.39% | -3.9% |
| Q2 2018 | $758,000 | +29.6% | 9,123 | +28.5% | 0.41% | +23.7% |
| Q1 2018 | $585,000 | -3.8% | 7,097 | 0.0% | 0.33% | +1.2% |
| Q4 2017 | $608,000 | +5.9% | 7,097 | +0.2% | 0.32% | -2.1% |
| Q3 2017 | $574,000 | +3.8% | 7,085 | +0.2% | 0.33% | -0.6% |
| Q2 2017 | $553,000 | +0.9% | 7,072 | +0.2% | 0.33% | 0.0% |
| Q1 2017 | $548,000 | -0.2% | 7,060 | -2.6% | 0.33% | -5.4% |
| Q4 2016 | $549,000 | +5.2% | 7,248 | +0.2% | 0.35% | +7.3% |
| Q3 2016 | $522,000 | +1.2% | 7,233 | +0.1% | 0.33% | -4.9% |
| Q2 2016 | $516,000 | +3.6% | 7,223 | +0.2% | 0.35% | +3.9% |
| Q1 2016 | $498,000 | -35.2% | 7,209 | -37.4% | 0.33% | -33.3% |
| Q4 2015 | $769,000 | +6.7% | 11,523 | +0.1% | 0.50% | -6.4% |
| Q3 2015 | $721,000 | -6.7% | 11,509 | +0.2% | 0.53% | 0.0% |
| Q2 2015 | $773,000 | -3.1% | 11,488 | -1.7% | 0.53% | -1.1% |
| Q1 2015 | $798,000 | -0.6% | 11,688 | +0.1% | 0.54% | +0.4% |
| Q4 2014 | $803,000 | +3.6% | 11,679 | +0.1% | 0.54% | -0.7% |
| Q3 2014 | $775,000 | -8.1% | 11,669 | -8.2% | 0.54% | -3.4% |
| Q2 2014 | $843,000 | +7.8% | 12,709 | +2.6% | 0.56% | +2.0% |
| Q1 2014 | $782,000 | +2.5% | 12,384 | +1.1% | 0.55% | -1.6% |
| Q4 2013 | $763,000 | +8.5% | 12,250 | +0.1% | 0.56% | -1.6% |
| Q3 2013 | $703,000 | -29.6% | 12,232 | -31.0% | 0.57% | -35.1% |
| Q2 2013 | $999,000 | – | 17,719 | – | 0.87% | – |
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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% |