VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,198,603 | -27.2% | 11,300 | -27.6% | 0.11% | -32.7% |
| Q1 2023 | $1,646,414 | +87289.3% | 15,606 | -10.4% | 0.17% | -29.7% |
| Q4 2022 | $1,884 | -99.9% | 17,408 | +7.6% | 0.24% | +7.2% |
| Q3 2022 | $1,535,000 | -10.4% | 16,177 | -4.0% | 0.22% | -10.8% |
| Q2 2022 | $1,713,000 | -15.2% | 16,846 | -6.3% | 0.25% | -9.7% |
| Q1 2022 | $2,019,000 | -2.2% | 17,986 | -2.3% | 0.28% | -8.6% |
| Q4 2021 | $2,065,000 | +6.8% | 18,418 | -1.6% | 0.30% | -8.7% |
| Q3 2021 | $1,934,000 | -2.5% | 18,718 | -1.1% | 0.33% | +48.9% |
| Q2 2021 | $1,984,000 | -11.1% | 18,933 | -14.2% | 0.22% | -53.7% |
| Q1 2021 | $2,232,000 | +12.0% | 22,077 | +1.4% | 0.48% | -1.0% |
| Q4 2020 | $1,992,000 | +13.1% | 21,772 | 0.0% | 0.49% | -2.8% |
| Q3 2020 | $1,762,000 | -14.6% | 21,772 | -16.9% | 0.50% | -24.0% |
| Q2 2020 | $2,063,000 | -38.5% | 26,191 | -44.8% | 0.66% | -63.8% |
| Q1 2020 | $3,354,000 | -25.1% | 47,417 | -0.8% | 1.82% | -14.2% |
| Q4 2019 | $4,479,000 | +10.6% | 47,803 | +4.7% | 2.12% | +3.7% |
| Q3 2019 | $4,049,000 | -0.3% | 45,638 | -1.8% | 2.04% | -0.3% |
| Q2 2019 | $4,063,000 | +2.4% | 46,498 | +0.4% | 2.05% | +4.0% |
| Q1 2019 | $3,966,000 | +10.9% | 46,291 | +0.9% | 1.97% | +1371.6% |
| Q4 2018 | $3,576,000 | -54.3% | 45,861 | -49.0% | 0.13% | -93.9% |
| Q3 2018 | $7,832,000 | +2.0% | 89,926 | -2.7% | 2.19% | +717.9% |
| Q2 2018 | $7,679,000 | +90.4% | 92,460 | +89.1% | 0.27% | +51.4% |
| Q1 2018 | $4,033,000 | -2.3% | 48,882 | +1.4% | 0.18% | -92.3% |
| Q4 2017 | $4,128,000 | +2.2% | 48,202 | -3.3% | 2.31% | -8.3% |
| Q3 2017 | $4,039,000 | -64.5% | 49,825 | -65.8% | 2.52% | -6.7% |
| Q2 2017 | $11,370,000 | +214.7% | 145,484 | +212.7% | 2.70% | +6.3% |
| Q1 2017 | $3,613,000 | +19.2% | 46,528 | +16.3% | 2.54% | +4.4% |
| Q4 2016 | $3,032,000 | – | 40,010 | – | 2.43% | – |
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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% |