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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227 | -39.3% | 2,143 | -40.0% | 0.05% | +20.5% |
| Q1 2023 | $374 | -11.8% | 3,569 | -8.8% | 0.04% | -13.3% |
| Q4 2022 | $424 | -100.0% | 3,913 | -55.4% | 0.04% | -40.0% |
| Q1 2022 | $984,000 | -45.2% | 8,767 | -50.7% | 0.08% | -54.3% |
| Q1 2021 | $1,797,000 | +8.1% | 17,773 | -2.2% | 0.16% | -22.6% |
| Q4 2020 | $1,663,000 | +14.7% | 18,169 | +1.4% | 0.21% | -8.2% |
| Q3 2020 | $1,450,000 | -3.8% | 17,919 | -6.4% | 0.23% | -14.4% |
| Q2 2020 | $1,508,000 | -35.6% | 19,147 | -42.1% | 0.27% | -22.0% |
| Q1 2020 | $2,340,000 | +122.6% | 33,080 | +194.8% | 0.35% | +12.7% |
| Q4 2019 | $1,051,000 | +14.9% | 11,220 | +8.8% | 0.31% | +9.3% |
| Q3 2019 | $915,000 | +2.7% | 10,313 | +1.1% | 0.28% | -6.6% |
| Q2 2019 | $891,000 | +2.5% | 10,201 | +0.6% | 0.30% | +49.8% |
| Q1 2019 | $869,000 | +21.4% | 10,145 | +10.5% | 0.20% | -9.5% |
| Q4 2018 | $716,000 | -11.4% | 9,182 | -1.1% | 0.22% | +4.7% |
| Q3 2018 | $808,000 | +17.1% | 9,281 | +11.7% | 0.21% | +11.6% |
| Q2 2018 | $690,000 | -4.4% | 8,309 | -5.1% | 0.19% | -13.6% |
| Q1 2018 | $722,000 | -34.7% | 8,756 | -45.7% | 0.22% | +32.5% |
| Q4 2017 | $1,105,000 | +64.2% | 16,118 | +94.2% | 0.17% | -21.7% |
| Q3 2017 | $673,000 | +22.1% | 8,298 | +17.7% | 0.21% | +12.8% |
| Q2 2017 | $551,000 | +1.7% | 7,051 | +1.1% | 0.19% | -10.0% |
| Q1 2017 | $542,000 | +7.8% | 6,976 | +5.0% | 0.21% | +20.1% |
| Q4 2016 | $503,000 | +1.8% | 6,642 | -2.9% | 0.17% | -22.7% |
| Q3 2016 | $494,000 | +11.3% | 6,842 | +10.2% | 0.22% | -0.9% |
| Q2 2016 | $444,000 | 0.0% | 6,206 | -3.5% | 0.23% | -16.5% |
| Q1 2016 | $444,000 | +48.5% | 6,430 | +43.7% | 0.27% | +36.0% |
| Q4 2015 | $299,000 | +74.9% | 4,475 | +73.8% | 0.20% | +108.3% |
| Q3 2014 | $171,000 | – | 2,575 | – | 0.10% | – |
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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% |