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 | $1,896,542 | +10.9% | 18,356 | +13.9% | 0.43% | +6.2% |
| Q2 2023 | $1,709,424 | +0.5% | 16,116 | 0.0% | 0.40% | -3.8% |
| Q1 2023 | $1,700,238 | -1.7% | 16,116 | +0.9% | 0.42% | +2.7% |
| Q4 2022 | $1,728,763 | +16.0% | 15,976 | +1.8% | 0.41% | +1.8% |
| Q3 2022 | $1,490,000 | -5.1% | 15,700 | +1.7% | 0.40% | -0.7% |
| Q2 2022 | $1,570,000 | -10.1% | 15,442 | -0.8% | 0.40% | -2.9% |
| Q1 2022 | $1,746,000 | +0.5% | 15,559 | +0.4% | 0.42% | -7.0% |
| Q4 2021 | $1,737,000 | +8.1% | 15,498 | -0.3% | 0.45% | +1.6% |
| Q3 2021 | $1,607,000 | +4.6% | 15,549 | +6.0% | 0.44% | +5.3% |
| Q2 2021 | $1,537,000 | +45.7% | 14,670 | +40.6% | 0.42% | +35.8% |
| Q1 2021 | $1,055,000 | – | 10,434 | – | 0.31% | – |
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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% |