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 | $31,295,319 | -2.8% | 302,897 | -0.2% | 5.37% | +3.5% |
| Q2 2023 | $32,192,352 | +14.8% | 303,501 | +14.2% | 5.19% | +13.2% |
| Q1 2023 | $28,037,153 | +0.7% | 265,755 | +3.3% | 4.58% | +0.3% |
| Q4 2022 | $27,842,649 | +7.0% | 257,302 | -6.2% | 4.57% | +1.6% |
| Q3 2022 | $26,033,000 | -7.1% | 274,377 | -0.5% | 4.50% | +1.9% |
| Q2 2022 | $28,030,000 | -12.7% | 275,619 | -3.7% | 4.41% | +1.5% |
| Q1 2022 | $32,111,000 | -4.6% | 286,063 | -4.7% | 4.35% | +2.3% |
| Q4 2021 | $33,666,000 | +4.3% | 300,297 | -3.8% | 4.25% | +0.1% |
| Q3 2021 | $32,267,000 | -2.9% | 312,207 | -1.5% | 4.25% | -17.5% |
| Q2 2021 | $33,216,000 | +10.3% | 317,036 | +6.4% | 5.15% | +6.9% |
| Q1 2021 | $30,116,000 | +18.2% | 297,908 | +7.0% | 4.82% | +5.5% |
| Q4 2020 | $25,488,000 | +59.9% | 278,531 | +41.4% | 4.57% | +47.8% |
| Q3 2020 | $15,937,000 | +6.9% | 196,928 | +4.0% | 3.09% | +3.8% |
| Q2 2020 | $14,911,000 | +11.9% | 189,273 | +0.5% | 2.98% | +2.2% |
| Q1 2020 | $13,327,000 | -24.5% | 188,365 | +0.0% | 2.92% | -11.7% |
| Q4 2019 | $17,644,000 | +8.2% | 188,284 | +2.5% | 3.30% | +2.6% |
| Q3 2019 | $16,301,000 | +1.7% | 183,711 | +0.2% | 3.22% | +0.1% |
| Q2 2019 | $16,025,000 | +2.2% | 183,397 | +0.2% | 3.21% | -6.5% |
| Q1 2019 | $15,673,000 | +16.5% | 182,968 | +6.0% | 3.44% | +10.1% |
| Q4 2018 | $13,457,000 | -10.2% | 172,547 | +0.2% | 3.12% | -8.6% |
| Q3 2018 | $14,990,000 | +5.1% | 172,119 | +0.2% | 3.42% | +3.1% |
| Q2 2018 | $14,259,000 | +0.6% | 171,697 | -0.1% | 3.31% | +1.0% |
| Q1 2018 | $14,174,000 | -3.6% | 171,825 | +0.0% | 3.28% | -2.4% |
| Q4 2017 | $14,707,000 | +11.9% | 171,746 | +5.9% | 3.36% | +6.7% |
| Q3 2017 | $13,145,000 | +8.0% | 162,138 | +4.1% | 3.15% | +3.9% |
| Q2 2017 | $12,171,000 | +2.9% | 155,714 | +2.2% | 3.03% | -0.8% |
| Q1 2017 | $11,827,000 | +4.4% | 152,310 | +1.9% | 3.06% | +1.0% |
| Q4 2016 | $11,330,000 | +6.8% | 149,530 | +1.7% | 3.02% | +5.7% |
| Q3 2016 | $10,608,000 | +3.2% | 147,049 | +2.2% | 2.86% | +0.0% |
| Q2 2016 | $10,279,000 | +5.2% | 143,842 | +1.6% | 2.86% | +1.7% |
| Q1 2016 | $9,771,000 | +91.8% | 141,522 | +85.4% | 2.81% | +82.3% |
| Q4 2015 | $5,094,000 | +54.8% | 76,313 | +45.3% | 1.54% | +57.2% |
| Q3 2015 | $3,291,000 | +1.0% | 52,525 | +8.5% | 0.98% | +5.8% |
| Q2 2015 | $3,259,000 | +0.2% | 48,417 | +1.7% | 0.93% | +0.5% |
| Q1 2015 | $3,252,000 | -0.4% | 47,614 | +0.3% | 0.92% | -2.3% |
| Q4 2014 | $3,264,000 | +5.6% | 47,476 | +2.0% | 0.94% | +2.5% |
| Q3 2014 | $3,090,000 | +38.8% | 46,533 | +38.6% | 0.92% | +38.9% |
| Q2 2014 | $2,227,000 | +71.4% | 33,585 | +63.2% | 0.66% | +68.7% |
| Q1 2014 | $1,299,000 | +19.1% | 20,585 | +17.6% | 0.39% | +14.6% |
| Q4 2013 | $1,091,000 | -55.6% | 17,501 | -59.1% | 0.34% | -57.3% |
| Q3 2013 | $2,458,000 | +6.2% | 42,760 | +4.1% | 0.80% | +0.9% |
| Q2 2013 | $2,315,000 | – | 41,060 | – | 0.80% | – |
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% |