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 | $1,742,492 | -1.2% | 16,865 | +1.4% | 0.74% | 0.0% |
| Q2 2023 | $1,763,626 | -2.2% | 16,627 | -2.7% | 0.74% | +7.7% |
| Q1 2023 | $1,802,679 | +13.6% | 17,087 | +16.5% | 0.69% | +4.5% |
| Q4 2022 | $1,587,441 | +38.5% | 14,670 | +21.5% | 0.66% | +33.3% |
| Q3 2022 | $1,146,000 | -6.7% | 12,075 | 0.0% | 0.50% | -11.0% |
| Q2 2022 | $1,228,000 | -6.3% | 12,075 | +3.4% | 0.56% | -11.4% |
| Q1 2022 | $1,311,000 | +0.2% | 11,675 | 0.0% | 0.63% | -0.3% |
| Q4 2021 | $1,309,000 | +6.2% | 11,675 | -2.0% | 0.63% | -17.9% |
| Q3 2021 | $1,232,000 | -1.4% | 11,918 | 0.0% | 0.77% | +0.9% |
| Q2 2021 | $1,249,000 | +3.7% | 11,918 | 0.0% | 0.76% | -20.0% |
| Q1 2021 | $1,205,000 | +10.9% | 11,918 | +0.3% | 0.95% | -6.9% |
| Q4 2020 | $1,087,000 | – | 11,881 | – | 1.02% | – |
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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% |