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 | $6,653,188 | -27.8% | 64,394 | -25.9% | 0.15% | -23.4% |
| Q2 2023 | $9,218,438 | +5.9% | 86,909 | +5.3% | 0.19% | +0.5% |
| Q1 2023 | $8,707,442 | -17.8% | 82,535 | -15.7% | 0.19% | -22.0% |
| Q4 2022 | $10,594,625 | +3.7% | 97,908 | -9.1% | 0.24% | -2.8% |
| Q3 2022 | $10,217,000 | +0.2% | 107,687 | +7.5% | 0.25% | +11.0% |
| Q2 2022 | $10,192,000 | -39.8% | 100,216 | -33.6% | 0.23% | -15.9% |
| Q1 2022 | $16,930,000 | -8.4% | 150,823 | -8.5% | 0.27% | +13.9% |
| Q4 2021 | $18,481,000 | -3.0% | 164,847 | -10.6% | 0.24% | -4.0% |
| Q3 2021 | $19,051,000 | -24.8% | 184,335 | -23.7% | 0.25% | -22.1% |
| Q2 2021 | $25,326,000 | +43.3% | 241,732 | +38.3% | 0.32% | +29.9% |
| Q1 2021 | $17,672,000 | +200.3% | 174,817 | +171.9% | 0.24% | +187.1% |
| Q4 2020 | $5,884,000 | -9.3% | 64,302 | -19.8% | 0.08% | -26.7% |
| Q3 2020 | $6,487,000 | +183.5% | 80,159 | +176.0% | 0.12% | +123.1% |
| Q2 2020 | $2,288,000 | -76.6% | 29,044 | -72.2% | 0.05% | -76.5% |
| Q4 2019 | $9,782,000 | +60.4% | 104,389 | +51.9% | 0.22% | +51.4% |
| Q3 2019 | $6,098,000 | +11.5% | 68,721 | +9.8% | 0.15% | +9.8% |
| Q2 2019 | $5,470,000 | +69.0% | 62,603 | +65.7% | 0.13% | +66.2% |
| Q1 2019 | $3,236,000 | – | 37,779 | – | 0.08% | – |
Download | ||||||
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% |