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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,417 | +38612.8% | 7,505 | -60.3% | 0.13% | -24.3% |
| Q2 2023 | $2,003 | -72.9% | 18,884 | -73.0% | 0.18% | -70.5% |
| Q1 2023 | $7,384 | -100.0% | 69,986 | -14.5% | 0.60% | -22.5% |
| Q4 2022 | $8,861,074,300 | +136814.0% | 81,888 | +20.0% | 0.78% | +22.4% |
| Q3 2022 | $6,472,000 | +122.2% | 68,217 | +17.1% | 0.63% | +114.6% |
| Q2 2022 | $2,913,000 | -66.8% | 58,259 | -25.5% | 0.30% | -59.9% |
| Q1 2022 | $8,772,000 | +7.9% | 78,150 | +8.3% | 0.74% | +6.1% |
| Q4 2021 | $8,126,000 | +30.6% | 72,192 | +19.9% | 0.69% | +1.0% |
| Q3 2021 | $6,222,000 | +1.4% | 60,189 | -4.3% | 0.69% | -20.3% |
| Q2 2021 | $6,137,000 | +15.6% | 62,913 | +19.8% | 0.86% | +26.8% |
| Q1 2021 | $5,308,000 | +6.7% | 52,499 | -3.4% | 0.68% | -3.6% |
| Q4 2020 | $4,973,000 | +22.3% | 54,367 | +8.3% | 0.70% | +14.8% |
| Q3 2020 | $4,066,000 | +13.3% | 50,186 | +10.1% | 0.61% | -1.4% |
| Q2 2020 | $3,590,000 | +157.9% | 45,574 | +131.1% | 0.62% | +127.0% |
| Q1 2020 | $1,392,000 | +47.1% | 19,718 | +95.3% | 0.27% | +67.1% |
| Q4 2019 | $946,000 | +12.2% | 10,095 | +6.2% | 0.16% | +1.9% |
| Q3 2019 | $843,000 | +9.1% | 9,505 | +7.4% | 0.16% | +7.3% |
| Q2 2019 | $773,000 | +11.2% | 8,848 | +9.0% | 0.15% | +3.4% |
| Q1 2019 | $695,000 | +15.8% | 8,119 | +5.6% | 0.14% | -0.7% |
| Q4 2018 | $600,000 | +1.5% | 7,691 | +13.3% | 0.15% | +11.5% |
| Q3 2018 | $591,000 | -0.8% | 6,789 | -5.4% | 0.13% | -7.7% |
| Q2 2018 | $596,000 | +79.0% | 7,178 | +77.5% | 0.14% | +29.1% |
| Q1 2018 | $333,000 | -21.8% | 4,044 | -18.8% | 0.11% | -20.9% |
| Q4 2017 | $426,000 | +12.7% | 4,980 | +6.9% | 0.14% | -7.9% |
| Q3 2017 | $378,000 | +88.1% | 4,657 | +75.5% | 0.15% | +62.4% |
| Q4 2016 | $201,000 | -48.6% | 2,653 | -54.7% | 0.09% | -60.8% |
| Q4 2015 | $391,000 | – | 5,858 | – | 0.24% | – |
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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% |