VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,563,879 | +5.9% | 34,494 | +8.7% | 0.23% | +13.9% |
| Q2 2023 | $3,364,833 | +9.2% | 31,723 | +8.6% | 0.20% | 0.0% |
| Q1 2023 | $3,080,359 | -6.2% | 29,198 | -3.8% | 0.20% | -17.2% |
| Q4 2022 | $3,285,563 | +36.7% | 30,363 | +19.8% | 0.24% | +4.3% |
| Q3 2022 | $2,404,000 | -4.1% | 25,341 | +2.8% | 0.23% | -0.8% |
| Q2 2022 | $2,507,000 | -10.8% | 24,653 | -1.5% | 0.24% | +7.3% |
| Q1 2022 | $2,809,000 | -3.1% | 25,028 | -3.2% | 0.22% | -0.5% |
| Q4 2021 | $2,900,000 | +58.3% | 25,864 | +45.9% | 0.22% | +15.7% |
| Q3 2021 | $1,832,000 | -52.7% | 17,722 | -52.1% | 0.19% | -28.7% |
| Q2 2021 | $3,877,000 | +2.3% | 37,009 | -1.2% | 0.27% | -8.8% |
| Q1 2021 | $3,788,000 | +11.3% | 37,469 | +0.7% | 0.29% | +7.7% |
| Q4 2020 | $3,404,000 | +18.8% | 37,197 | +5.1% | 0.27% | +23.5% |
| Q3 2020 | $2,865,000 | +0.8% | 35,395 | -1.8% | 0.22% | +0.5% |
| Q2 2020 | $2,841,000 | -9.3% | 36,053 | -18.6% | 0.22% | -41.5% |
| Q1 2020 | $3,132,000 | -27.1% | 44,287 | -3.5% | 0.38% | +121.2% |
| Q4 2019 | $4,298,000 | +6.1% | 45,873 | +0.5% | 0.17% | -59.4% |
| Q3 2019 | $4,051,000 | +6.4% | 45,654 | +5.1% | 0.42% | +9.1% |
| Q2 2019 | $3,807,000 | -0.4% | 43,420 | -2.7% | 0.38% | -8.8% |
| Q1 2019 | $3,823,000 | +10.9% | 44,637 | +1.0% | 0.42% | -2.1% |
| Q4 2018 | $3,447,000 | -15.2% | 44,199 | -5.3% | 0.43% | -2.3% |
| Q3 2018 | $4,067,000 | +4.2% | 46,695 | -0.7% | 0.44% | +54.9% |
| Q2 2018 | $3,904,000 | +2.9% | 47,011 | +2.2% | 0.28% | -3.4% |
| Q1 2018 | $3,793,000 | -4.1% | 45,982 | -0.5% | 0.29% | -4.5% |
| Q4 2017 | $3,957,000 | +11.3% | 46,215 | +5.4% | 0.31% | -2.2% |
| Q3 2017 | $3,556,000 | +30.6% | 43,861 | +24.6% | 0.32% | -24.8% |
| Q2 2017 | $2,723,000 | -20.5% | 35,197 | -20.5% | 0.42% | +20.1% |
| Q1 2017 | $3,427,000 | +22.5% | 44,260 | +19.8% | 0.35% | -2.2% |
| Q4 2016 | $2,798,000 | – | 36,930 | – | 0.36% | – |
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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% |