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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $10,371,000 | -16.8% | 121,077 | -24.2% | 2.18% | -22.8% |
| Q4 2018 | $12,460,000 | -9.6% | 159,760 | +1.0% | 2.82% | -1.2% |
| Q3 2018 | $13,782,000 | +6.5% | 158,248 | +1.6% | 2.86% | -2.5% |
| Q2 2018 | $12,941,000 | -6.8% | 155,816 | -7.4% | 2.93% | -9.0% |
| Q1 2018 | $13,886,000 | -0.8% | 168,330 | +3.0% | 3.22% | -4.4% |
| Q4 2017 | $13,994,000 | -2.1% | 163,427 | -7.3% | 3.37% | -8.9% |
| Q3 2017 | $14,293,000 | -5.4% | 176,301 | -8.8% | 3.70% | -20.3% |
| Q2 2017 | $15,109,000 | +1.6% | 193,314 | +0.9% | 4.64% | -8.0% |
| Q1 2017 | $14,872,000 | +12.9% | 191,524 | +10.1% | 5.04% | -1.6% |
| Q4 2016 | $13,176,000 | +10.0% | 173,889 | +4.7% | 5.12% | +3.6% |
| Q3 2016 | $11,981,000 | +6.6% | 166,077 | +5.5% | 4.95% | +2.0% |
| Q2 2016 | $11,244,000 | +26.0% | 157,351 | +21.7% | 4.85% | +17.4% |
| Q1 2016 | $8,925,000 | +145.7% | 129,273 | +137.5% | 4.13% | +109.5% |
| Q4 2015 | $3,633,000 | +100.3% | 54,427 | +88.0% | 1.97% | +78.7% |
| Q3 2015 | $1,814,000 | – | 28,950 | – | 1.10% | – |
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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% |