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 | $4,556,488 | -2.8% | 44,105 | -0.2% | 0.40% | +2.3% |
| Q2 2023 | $4,689,567 | +5.8% | 44,212 | +5.3% | 0.40% | -2.7% |
| Q1 2023 | $4,431,422 | -4.4% | 42,004 | -2.0% | 0.41% | -14.9% |
| Q4 2022 | $4,637,448 | +12.6% | 42,856 | -1.3% | 0.48% | +10.4% |
| Q3 2022 | $4,118,000 | +5.3% | 43,405 | +12.9% | 0.43% | +9.9% |
| Q2 2022 | $3,910,000 | -24.6% | 38,448 | -16.7% | 0.39% | -13.1% |
| Q1 2022 | $5,183,000 | -8.1% | 46,181 | -8.2% | 0.45% | -4.4% |
| Q4 2021 | $5,639,000 | +11.1% | 50,303 | +2.4% | 0.47% | +4.2% |
| Q3 2021 | $5,074,000 | -3.3% | 49,102 | -2.0% | 0.45% | -3.0% |
| Q2 2021 | $5,247,000 | -1.5% | 50,089 | -5.0% | 0.47% | -3.3% |
| Q1 2021 | $5,329,000 | +12.1% | 52,715 | +1.5% | 0.48% | +2.3% |
| Q4 2020 | $4,752,000 | +13.5% | 51,928 | +0.4% | 0.47% | +3.3% |
| Q3 2020 | $4,185,000 | +3.3% | 51,709 | +0.5% | 0.46% | -3.8% |
| Q2 2020 | $4,053,000 | +16.3% | 51,446 | +4.5% | 0.48% | +26.9% |
| Q1 2020 | $3,484,000 | -15.1% | 49,241 | +12.5% | 0.38% | -13.8% |
| Q4 2019 | $4,102,000 | +865.2% | 43,771 | +814.6% | 0.44% | +752.9% |
| Q3 2019 | $425,000 | +2.7% | 4,786 | +0.9% | 0.05% | -5.6% |
| Q2 2019 | $414,000 | -13.6% | 4,741 | -15.3% | 0.05% | -30.8% |
| Q1 2019 | $479,000 | +15.7% | 5,596 | +5.4% | 0.08% | -2.5% |
| Q4 2018 | $414,000 | -10.0% | 5,311 | +0.5% | 0.08% | +3.9% |
| Q3 2018 | $460,000 | +16.2% | 5,286 | +10.7% | 0.08% | +30.5% |
| Q2 2018 | $396,000 | +4.5% | 4,776 | +3.8% | 0.06% | -13.2% |
| Q1 2018 | $379,000 | +4.1% | 4,601 | +8.2% | 0.07% | +3.0% |
| Q4 2017 | $364,000 | +2.2% | 4,251 | -3.4% | 0.07% | -1.5% |
| Q3 2017 | $356,000 | +3.8% | 4,401 | 0.0% | 0.07% | -4.3% |
| Q2 2017 | $343,000 | +18.3% | 4,401 | +14.9% | 0.07% | +1.4% |
| Q4 2016 | $290,000 | +5.1% | 3,831 | 0.0% | 0.07% | -1.4% |
| Q3 2016 | $276,000 | -6.4% | 3,831 | -7.3% | 0.07% | -7.9% |
| Q2 2016 | $295,000 | -22.2% | 4,131 | -24.9% | 0.08% | -24.0% |
| Q1 2016 | $379,000 | +3.3% | 5,501 | +0.0% | 0.10% | +1.0% |
| Q4 2015 | $367,000 | -3.2% | 5,500 | -0.4% | 0.10% | -10.8% |
| Q4 2014 | $379,000 | +3.6% | 5,524 | 0.0% | 0.11% | +27.6% |
| Q3 2014 | $366,000 | 0.0% | 5,524 | -0.0% | 0.09% | +2.4% |
| Q2 2014 | $366,000 | +5.8% | 5,525 | +0.7% | 0.08% | +1.2% |
| Q1 2014 | $346,000 | +12.3% | 5,485 | +11.0% | 0.08% | +9.1% |
| Q4 2013 | $308,000 | +8.5% | 4,943 | 0.0% | 0.08% | +2.7% |
| Q3 2013 | $284,000 | -13.1% | 4,943 | -14.8% | 0.08% | -12.8% |
| Q2 2013 | $327,000 | – | 5,801 | – | 0.09% | – |
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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% |