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 | $6,998,991 | -3.5% | 67,741 | -0.9% | 0.81% | -2.1% |
| Q2 2023 | $7,251,789 | +0.1% | 68,368 | -0.4% | 0.83% | -1.1% |
| Q1 2023 | $7,244,748 | -3.8% | 68,671 | -1.4% | 0.84% | -4.2% |
| Q4 2022 | $7,533,041 | +12.3% | 69,615 | -1.6% | 0.87% | +2.3% |
| Q3 2022 | $6,710,000 | -8.6% | 70,724 | -2.1% | 0.85% | -4.2% |
| Q2 2022 | $7,343,000 | -8.7% | 72,207 | +0.8% | 0.89% | +1.9% |
| Q1 2022 | $8,044,000 | +0.3% | 71,662 | +0.2% | 0.87% | +8.6% |
| Q4 2021 | $8,019,000 | +41.0% | 71,532 | +30.0% | 0.80% | -28.9% |
| Q3 2021 | $5,687,000 | +3.6% | 55,030 | +5.0% | 1.13% | +4.3% |
| Q2 2021 | $5,489,000 | +3.6% | 52,392 | -0.0% | 1.08% | -2.7% |
| Q1 2021 | $5,298,000 | +8.5% | 52,407 | -1.8% | 1.11% | +2.0% |
| Q4 2020 | $4,881,000 | +11.4% | 53,342 | -1.5% | 1.09% | -0.6% |
| Q3 2020 | $4,383,000 | -1.2% | 54,162 | -3.8% | 1.10% | -8.0% |
| Q2 2020 | $4,435,000 | +7.5% | 56,293 | -3.5% | 1.20% | -6.6% |
| Q1 2020 | $4,127,000 | -18.5% | 58,333 | +7.9% | 1.28% | -2.1% |
| Q4 2019 | $5,064,000 | +12.2% | 54,044 | +6.2% | 1.31% | +2.5% |
| Q3 2019 | $4,513,000 | +3.9% | 50,866 | +2.4% | 1.27% | +1.4% |
| Q2 2019 | $4,342,000 | +6.7% | 49,688 | +4.6% | 1.26% | +0.3% |
| Q1 2019 | $4,071,000 | +10.7% | 47,519 | +0.8% | 1.25% | -0.6% |
| Q4 2018 | $3,678,000 | -11.5% | 47,158 | -1.1% | 1.26% | -4.3% |
| Q3 2018 | $4,155,000 | +1.2% | 47,705 | -3.5% | 1.32% | -7.3% |
| Q2 2018 | $4,107,000 | +3.1% | 49,447 | +2.3% | 1.42% | -10.1% |
| Q1 2018 | $3,985,000 | -31.8% | 48,314 | -29.2% | 1.58% | -30.6% |
| Q4 2017 | $5,846,000 | +4.2% | 68,269 | -1.4% | 2.28% | +0.8% |
| Q3 2017 | $5,612,000 | +4.7% | 69,220 | +0.9% | 2.26% | -0.9% |
| Q2 2017 | $5,362,000 | +7.5% | 68,607 | +6.8% | 2.28% | +0.7% |
| Q1 2017 | $4,989,000 | +6.8% | 64,248 | +4.2% | 2.26% | -3.1% |
| Q4 2016 | $4,673,000 | +5.3% | 61,677 | +0.3% | 2.33% | -4.3% |
| Q3 2016 | $4,437,000 | -7.0% | 61,506 | -7.8% | 2.44% | -12.8% |
| Q2 2016 | $4,769,000 | +1777.6% | 66,739 | +1711.6% | 2.80% | +1079.7% |
| Q1 2016 | $254,000 | -46.5% | 3,684 | -48.2% | 0.24% | -51.2% |
| Q4 2015 | $475,000 | – | 7,114 | – | 0.49% | – |
Download | ||||||
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% |