VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $681,724 | +8.0% | 6,107 | 0.0% | 0.18% | -2.7% |
| Q3 2023 | $630,975 | -2.6% | 6,107 | 0.0% | 0.19% | +1.6% |
| Q2 2023 | $647,769 | +0.5% | 6,107 | 0.0% | 0.18% | -5.6% |
| Q1 2023 | $644,288 | +97371.7% | 6,107 | 0.0% | 0.20% | -10.6% |
| Q4 2022 | $661 | -99.9% | 6,107 | 0.0% | 0.22% | +6.3% |
| Q3 2022 | $579,000 | -10.0% | 6,107 | -3.5% | 0.20% | -7.2% |
| Q2 2022 | $643,000 | +3.7% | 6,326 | +14.6% | 0.22% | +18.2% |
| Q1 2022 | $620,000 | -1.3% | 5,519 | -1.4% | 0.19% | +1.1% |
| Q4 2021 | $628,000 | +10.2% | 5,599 | +1.4% | 0.18% | -1.1% |
| Q3 2021 | $570,000 | -1.6% | 5,519 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $579,000 | +3.8% | 5,519 | 0.0% | 0.19% | -2.1% |
| Q1 2021 | $558,000 | +84.2% | 5,519 | +66.3% | 0.19% | +76.4% |
| Q4 2020 | $303,000 | +6.3% | 3,319 | -5.7% | 0.11% | -6.8% |
| Q3 2020 | $285,000 | +9.6% | 3,519 | +6.6% | 0.12% | 0.0% |
| Q2 2020 | $260,000 | +11.6% | 3,300 | 0.0% | 0.12% | -4.1% |
| Q1 2020 | $233,000 | – | 3,300 | – | 0.12% | – |
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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% |