VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,102,921 | +36.3% | 9,299 | +39.0% | 0.00% | 0.0% |
| Q1 2024 | $809,248 | +23.0% | 6,689 | +13.5% | 0.00% | 0.0% |
| Q4 2023 | $658,043 | +7.5% | 5,894 | -0.5% | 0.00% | 0.0% |
| Q3 2023 | $611,950 | -3.6% | 5,923 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $634,579 | +51.6% | 5,983 | +50.8% | 0.00% | +100.0% |
| Q1 2023 | $418,493 | -44.3% | 3,967 | -42.9% | 0.00% | -50.0% |
| Q4 2022 | $751,466 | +16.3% | 6,944 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $646,000 | -5.7% | 6,814 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -9.7% | 6,741 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $759,000 | -7.9% | 6,763 | -7.9% | 0.00% | 0.0% |
| Q4 2021 | $824,000 | +7.9% | 7,346 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $764,000 | +1.2% | 7,393 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $755,000 | +161.2% | 7,210 | +151.8% | 0.00% | +100.0% |
| Q1 2021 | $289,000 | +7.4% | 2,863 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | – | 2,941 | – | 0.00% | – |
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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% |
| Piedmont Capital Management, 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% |