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 | $8,631,323 | -20.3% | 83,539 | -18.2% | 0.29% | -17.5% |
| Q2 2023 | $10,831,638 | -1.1% | 102,117 | -1.6% | 0.35% | -5.4% |
| Q1 2023 | $10,952,830 | +12.0% | 103,818 | +14.9% | 0.37% | -13.0% |
| Q4 2022 | $9,781,184 | +40.8% | 90,390 | +23.4% | 0.42% | +32.5% |
| Q3 2022 | $6,949,000 | +0.7% | 73,243 | +7.9% | 0.32% | +0.9% |
| Q2 2022 | $6,902,000 | +32.7% | 67,865 | +48.5% | 0.32% | +53.9% |
| Q1 2022 | $5,200,000 | +2.3% | 45,687 | +0.7% | 0.21% | +9.0% |
| Q4 2021 | $5,085,000 | +15.0% | 45,354 | +6.0% | 0.19% | +6.2% |
| Q3 2021 | $4,421,000 | -4.9% | 42,774 | -3.6% | 0.18% | -9.6% |
| Q2 2021 | $4,648,000 | +19.3% | 44,361 | +15.1% | 0.20% | +7.1% |
| Q1 2021 | $3,897,000 | +18.8% | 38,555 | +7.5% | 0.18% | +3.4% |
| Q4 2020 | $3,281,000 | +14.9% | 35,850 | +1.6% | 0.18% | +0.6% |
| Q3 2020 | $2,855,000 | -6.7% | 35,283 | -9.2% | 0.18% | -11.5% |
| Q2 2020 | $3,059,000 | +1.9% | 38,841 | -8.5% | 0.20% | -17.7% |
| Q1 2020 | $3,003,000 | -29.4% | 42,449 | -6.5% | 0.24% | -23.8% |
| Q4 2019 | $4,254,000 | +5.0% | 45,391 | -0.5% | 0.32% | -8.1% |
| Q3 2019 | $4,050,000 | +8.6% | 45,642 | +7.0% | 0.35% | -4.7% |
| Q2 2019 | $3,729,000 | -4.1% | 42,671 | -6.0% | 0.36% | -16.5% |
| Q1 2019 | $3,887,000 | +5.2% | 45,380 | -4.3% | 0.44% | -15.3% |
| Q4 2018 | $3,696,000 | -4.1% | 47,399 | +7.1% | 0.52% | +7.5% |
| Q3 2018 | $3,853,000 | +13.1% | 44,245 | +7.8% | 0.48% | -1.6% |
| Q2 2018 | $3,408,000 | -1.0% | 41,042 | -1.6% | 0.49% | -9.5% |
| Q1 2018 | $3,442,000 | -5.6% | 41,723 | -2.1% | 0.54% | -9.9% |
| Q4 2017 | $3,648,000 | +2.4% | 42,598 | -1.2% | 0.60% | -2.5% |
| Q3 2017 | $3,561,000 | +5.8% | 43,106 | +1.7% | 0.61% | -3.6% |
| Q2 2017 | $3,366,000 | -48.7% | 42,379 | -49.9% | 0.64% | -2.6% |
| Q1 2017 | $6,556,000 | +103.9% | 84,636 | +99.4% | 0.65% | -13.6% |
| Q4 2016 | $3,216,000 | – | 42,450 | – | 0.76% | – |
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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% |