VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,741 | +18.0% | 4,711 | +21.1% | 0.07% | +18.6% |
| Q2 2023 | $412,612 | +16.9% | 3,890 | +16.3% | 0.06% | +9.3% |
| Q1 2023 | $353,003 | -2.5% | 3,346 | 0.0% | 0.05% | -5.3% |
| Q4 2022 | $362,071 | +14.2% | 3,346 | 0.0% | 0.06% | -3.4% |
| Q3 2022 | $317,000 | -6.8% | 3,346 | 0.0% | 0.06% | -4.8% |
| Q2 2022 | $340,000 | -9.6% | 3,346 | 0.0% | 0.06% | +1.6% |
| Q1 2022 | $376,000 | +0.3% | 3,346 | 0.0% | 0.06% | +5.2% |
| Q4 2021 | $375,000 | +8.4% | 3,346 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $346,000 | -1.4% | 3,346 | 0.0% | 0.06% | +3.6% |
| Q2 2021 | $351,000 | +3.8% | 3,346 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $338,000 | +22.9% | 3,346 | +11.5% | 0.06% | +7.8% |
| Q4 2020 | $275,000 | – | 3,001 | – | 0.05% | – |
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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% |