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 | $16,816,329 | -3.6% | 162,760 | -1.1% | 3.02% | +1.8% |
| Q2 2023 | $17,450,919 | -1.7% | 164,523 | -2.2% | 2.97% | -6.6% |
| Q1 2023 | $17,746,973 | -2.8% | 168,218 | -0.3% | 3.18% | -10.2% |
| Q4 2022 | $18,256,948 | +13.3% | 168,718 | -0.7% | 3.54% | +0.7% |
| Q3 2022 | $16,117,000 | -1.1% | 169,867 | +6.0% | 3.51% | +3.7% |
| Q2 2022 | $16,295,000 | -7.7% | 160,225 | +1.9% | 3.39% | +7.2% |
| Q1 2022 | $17,653,000 | +2.0% | 157,265 | +1.8% | 3.16% | +3.4% |
| Q4 2021 | $17,314,000 | +6.4% | 154,434 | -0.6% | 3.06% | -2.6% |
| Q3 2021 | $16,277,000 | -39.3% | 155,289 | -39.3% | 3.14% | -40.3% |
| Q2 2021 | $26,804,000 | +6.3% | 255,835 | +2.6% | 5.25% | -3.6% |
| Q1 2021 | $25,213,000 | +11.4% | 249,409 | +0.8% | 5.45% | +0.8% |
| Q4 2020 | $22,643,000 | +20.3% | 247,443 | +6.4% | 5.40% | +2.8% |
| Q3 2020 | $18,817,000 | +5.3% | 232,507 | +2.5% | 5.26% | -0.3% |
| Q2 2020 | $17,876,000 | +17.3% | 226,914 | +5.3% | 5.27% | -3.5% |
| Q1 2020 | $15,245,000 | -14.5% | 215,481 | +13.2% | 5.46% | +10.9% |
| Q4 2019 | $17,832,000 | +2.8% | 190,288 | -2.7% | 4.93% | +6.9% |
| Q3 2019 | $17,346,000 | -0.4% | 195,490 | -1.9% | 4.61% | -0.3% |
| Q2 2019 | $17,418,000 | +2.4% | 199,340 | +0.4% | 4.62% | -2.3% |
| Q1 2019 | $17,005,000 | +9.7% | 198,520 | -0.2% | 4.74% | +0.7% |
| Q4 2018 | $15,508,000 | -11.2% | 198,845 | -0.8% | 4.70% | +4.6% |
| Q3 2018 | $17,463,000 | +3.2% | 200,520 | -1.6% | 4.50% | +1.0% |
| Q2 2018 | $16,926,000 | -2.2% | 203,800 | -2.9% | 4.45% | -2.0% |
| Q1 2018 | $17,306,000 | -5.3% | 209,800 | -1.7% | 4.54% | -1.3% |
| Q4 2017 | $18,271,000 | +4.1% | 213,370 | -1.4% | 4.60% | -1.1% |
| Q3 2017 | $17,545,000 | +2.9% | 216,420 | -0.8% | 4.65% | -0.5% |
| Q2 2017 | $17,054,000 | +1.5% | 218,195 | +0.9% | 4.68% | -2.5% |
| Q1 2017 | $16,799,000 | +2.5% | 216,345 | +0.0% | 4.80% | -0.2% |
| Q4 2016 | $16,390,000 | +4.4% | 216,312 | -0.6% | 4.81% | +1.5% |
| Q3 2016 | $15,703,000 | +0.4% | 217,672 | -0.5% | 4.74% | -3.5% |
| Q2 2016 | $15,635,000 | +6.5% | 218,787 | +2.9% | 4.91% | +1.3% |
| Q1 2016 | $14,676,000 | +5.3% | 212,567 | +1.8% | 4.84% | +1.3% |
| Q4 2015 | $13,940,000 | +6.9% | 208,842 | +0.3% | 4.78% | +2.9% |
| Q3 2015 | $13,040,000 | -8.1% | 208,142 | -1.2% | 4.65% | -2.3% |
| Q2 2015 | $14,184,000 | -8.1% | 210,689 | -6.7% | 4.76% | -2.9% |
| Q1 2015 | $15,431,000 | +3.9% | 225,924 | +4.6% | 4.90% | -1.6% |
| Q4 2014 | $14,847,000 | +3.2% | 215,963 | -0.3% | 4.98% | +0.2% |
| Q3 2014 | $14,388,000 | +1.0% | 216,659 | +0.9% | 4.98% | +2.6% |
| Q2 2014 | $14,246,000 | +7.0% | 214,819 | +1.8% | 4.85% | +5.3% |
| Q1 2014 | $13,317,000 | +0.3% | 210,980 | -1.0% | 4.61% | -0.3% |
| Q4 2013 | $13,278,000 | +11.9% | 213,063 | +3.2% | 4.62% | +3.2% |
| Q3 2013 | $11,865,000 | +2.7% | 206,391 | +0.7% | 4.48% | -2.4% |
| Q2 2013 | $11,550,000 | – | 204,895 | – | 4.59% | – |
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% |