VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $522,103 | +4883.8% | 4,922 | +4871.7% | 0.22% | +4320.0% |
| Q1 2023 | $10,476 | -1.8% | 99 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $10,670 | +18.6% | 99 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 98 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | +233.3% | 97 | +259.3% | 0.01% | +200.0% |
| Q2 2021 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $3,000 | -89.3% | 27 | -91.3% | 0.00% | -90.3% |
| Q3 2019 | $28,000 | +3.7% | 312 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $27,000 | -27.0% | 312 | -26.9% | 0.03% | -20.5% |
| Q1 2019 | $37,000 | +640.0% | 427 | +611.7% | 0.04% | +550.0% |
| Q4 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $5,000 | – | 60 | – | 0.01% | – |
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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% |
| Piedmont Capital Management, 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% |