VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,244 | +247.7% | 31,403 | +256.8% | 0.03% | +255.6% |
| Q2 2023 | $933 | -40.8% | 8,802 | -41.1% | 0.01% | -52.6% |
| Q1 2023 | $1,576 | -100.0% | 14,941 | -67.5% | 0.02% | -59.6% |
| Q3 2022 | $4,360,000 | -82.7% | 45,956 | -81.5% | 0.05% | -83.0% |
| Q2 2022 | $25,198,000 | +1043.8% | 247,776 | +1062.1% | 0.28% | +2023.1% |
| Q3 2021 | $2,203,000 | -23.7% | 21,321 | -22.6% | 0.01% | -50.0% |
| Q2 2021 | $2,886,000 | -65.4% | 27,555 | -66.6% | 0.03% | -69.0% |
| Q1 2021 | $8,341,000 | +2977.9% | 82,520 | +2278.1% | 0.08% | -80.4% |
| Q2 2017 | $271,000 | – | 3,470 | – | 0.43% | – |
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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% |