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 | $10,042,095 | -2.3% | 97,203 | +0.3% | 2.57% | +0.9% |
| Q2 2023 | $10,276,680 | +1.0% | 96,883 | +0.5% | 2.55% | -6.5% |
| Q1 2023 | $10,170,494 | -0.8% | 96,400 | +1.7% | 2.73% | -2.5% |
| Q4 2022 | $10,254,577 | +2.1% | 94,766 | -10.5% | 2.80% | +1.3% |
| Q3 2022 | $10,047,000 | -3.6% | 105,894 | +3.4% | 2.76% | +6.5% |
| Q2 2022 | $10,419,000 | -6.2% | 102,452 | +3.4% | 2.59% | +10.8% |
| Q1 2022 | $11,102,000 | +5.8% | 99,065 | +5.8% | 2.34% | +20.1% |
| Q4 2021 | $10,495,000 | +7.9% | 93,614 | -0.6% | 1.95% | -1.3% |
| Q3 2021 | $9,729,000 | -24.5% | 94,139 | -23.4% | 1.98% | -20.9% |
| Q2 2021 | $12,882,000 | +43.3% | 122,950 | +38.3% | 2.50% | +20.4% |
| Q1 2021 | $8,988,000 | -16.4% | 88,908 | -24.5% | 2.07% | -17.8% |
| Q4 2020 | $10,750,000 | -4.2% | 117,707 | -15.1% | 2.52% | -13.4% |
| Q3 2020 | $11,218,000 | -24.6% | 138,617 | +633.9% | 2.91% | -35.0% |
| Q2 2020 | $14,881,000 | +9.6% | 18,889 | -90.6% | 4.48% | -16.8% |
| Q1 2020 | $13,577,000 | -30.6% | 200,293 | -4.1% | 5.39% | -10.4% |
| Q4 2019 | $19,567,000 | +6.9% | 208,796 | +1.2% | 6.02% | +16.7% |
| Q3 2019 | $18,304,000 | +3.4% | 206,291 | +1.9% | 5.16% | -14.8% |
| Q2 2019 | $17,697,000 | +1.3% | 202,532 | -0.7% | 6.05% | -2.9% |
| Q1 2019 | $17,468,000 | +9.6% | 203,924 | -0.2% | 6.23% | +23.0% |
| Q4 2018 | $15,939,000 | -12.4% | 204,370 | -2.2% | 5.07% | -8.5% |
| Q3 2018 | $18,202,000 | +3.6% | 209,002 | -1.2% | 5.54% | -16.5% |
| Q2 2018 | $17,574,000 | +4.6% | 211,607 | +1.6% | 6.64% | +4.7% |
| Q1 2018 | $16,803,000 | +5.4% | 208,325 | +1.9% | 6.34% | +150.6% |
| Q4 2017 | $15,939,000 | – | 204,370 | – | 2.53% | – |
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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% |