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 | $513,708 | -2.6% | 4,972 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $527,381 | +0.5% | 4,972 | 0.0% | 0.13% | +7.2% |
| Q1 2023 | $524,546 | -2.5% | 4,972 | 0.0% | 0.12% | -2.3% |
| Q4 2022 | $538,020 | +14.0% | 4,972 | 0.0% | 0.13% | -5.2% |
| Q3 2022 | $472,000 | -6.7% | 4,972 | 0.0% | 0.14% | -16.1% |
| Q2 2022 | $506,000 | -8.8% | 4,972 | +0.5% | 0.16% | +7.3% |
| Q1 2022 | $555,000 | +0.9% | 4,948 | +0.9% | 0.15% | +2.7% |
| Q4 2021 | $550,000 | +10.2% | 4,902 | +1.4% | 0.15% | -1.4% |
| Q3 2021 | $499,000 | -2.7% | 4,832 | -1.2% | 0.15% | -3.3% |
| Q2 2021 | $513,000 | +13.2% | 4,893 | +9.2% | 0.15% | +8.5% |
| Q1 2021 | $453,000 | +10.5% | 4,480 | 0.0% | 0.14% | +4.4% |
| Q4 2020 | $410,000 | +12.9% | 4,480 | 0.0% | 0.14% | +16.4% |
| Q3 2020 | $363,000 | -1.6% | 4,480 | -4.3% | 0.12% | +41.5% |
| Q2 2020 | $369,000 | +11.5% | 4,680 | 0.0% | 0.08% | -18.0% |
| Q1 2020 | $331,000 | -15.1% | 4,680 | +12.5% | 0.10% | -41.5% |
| Q4 2019 | $390,000 | +5.7% | 4,160 | 0.0% | 0.17% | -7.6% |
| Q3 2019 | $369,000 | +1.4% | 4,160 | 0.0% | 0.18% | -2.1% |
| Q2 2019 | $364,000 | +1.4% | 4,160 | -0.8% | 0.19% | 0.0% |
| Q1 2019 | $359,000 | -18.6% | 4,195 | -17.2% | 0.19% | -14.9% |
| Q4 2018 | $441,000 | 0.0% | 5,065 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $441,000 | -0.5% | 5,065 | -5.1% | 0.22% | -7.1% |
| Q2 2018 | $443,000 | +12.2% | 5,340 | +11.5% | 0.24% | +4.8% |
| Q1 2018 | $395,000 | -3.7% | 4,790 | 0.0% | 0.23% | -4.2% |
| Q4 2017 | $410,000 | +5.7% | 4,790 | 0.0% | 0.24% | +0.4% |
| Q3 2017 | $388,000 | +3.7% | 4,790 | 0.0% | 0.24% | -0.8% |
| Q2 2017 | $374,000 | +0.5% | 4,790 | 0.0% | 0.24% | -4.8% |
| Q1 2017 | $372,000 | -30.3% | 4,790 | -32.1% | 0.25% | -29.9% |
| Q4 2016 | $534,000 | – | 7,050 | – | 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% |