VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171 | -26.5% | 11,338 | -24.5% | 0.12% | -4.9% |
| Q2 2023 | $1,593 | -99.8% | 15,015 | +57.5% | 0.12% | +48.8% |
| Q2 2022 | $970,000 | -36.0% | 9,534 | -49.1% | 0.08% | -68.5% |
| Q3 2020 | $1,516,000 | -39.5% | 18,732 | -41.1% | 0.26% | -10.3% |
| Q2 2020 | $2,507,000 | -42.7% | 31,826 | -31.9% | 0.29% | -31.8% |
| Q4 2019 | $4,379,000 | +1211.1% | 46,724 | +1117.1% | 0.42% | +2025.0% |
| Q3 2018 | $334,000 | -32.3% | 3,839 | -46.3% | 0.02% | -71.0% |
| Q1 2016 | $493,000 | +129.3% | 7,148 | +108.0% | 0.07% | +146.4% |
| Q3 2015 | $215,000 | -90.1% | 3,437 | -89.4% | 0.03% | -85.6% |
| Q2 2015 | $2,179,000 | +164.4% | 32,363 | +168.3% | 0.19% | +113.2% |
| Q1 2015 | $824,000 | -71.8% | 12,062 | -71.6% | 0.09% | -74.7% |
| Q4 2014 | $2,917,000 | – | 42,423 | – | 0.36% | – |
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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% |