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 | $325,115 | +91481.7% | 3,147 | -6.0% | 0.37% | +32.3% |
| Q2 2023 | $355 | -3.0% | 3,347 | -1.5% | 0.28% | +1.1% |
| Q1 2023 | $366 | -1.1% | 3,397 | -0.8% | 0.28% | -0.4% |
| Q4 2022 | $370 | -99.9% | 3,424 | +17.7% | 0.28% | +26.5% |
| Q3 2022 | $276,000 | -8.6% | 2,909 | -2.1% | 0.22% | -2.2% |
| Q2 2022 | $302,000 | -2.3% | 2,972 | +7.8% | 0.22% | +21.7% |
| Q1 2022 | $309,000 | +7.3% | 2,757 | +7.3% | 0.18% | +17.9% |
| Q4 2021 | $288,000 | +28.0% | 2,570 | +18.1% | 0.16% | +18.2% |
| Q3 2021 | $225,000 | +7.1% | 2,177 | +8.7% | 0.13% | +7.3% |
| Q2 2021 | $210,000 | +2.9% | 2,003 | -0.8% | 0.12% | -6.1% |
| Q1 2021 | $204,000 | -25.3% | 2,020 | -32.2% | 0.13% | -33.8% |
| Q4 2020 | $273,000 | -11.1% | 2,979 | -21.4% | 0.20% | -19.8% |
| Q3 2020 | $307,000 | -37.6% | 3,791 | -39.3% | 0.25% | -44.9% |
| Q2 2020 | $492,000 | +3.6% | 6,241 | -7.1% | 0.45% | -20.3% |
| Q1 2020 | $475,000 | -26.9% | 6,720 | -3.1% | 0.56% | +7.0% |
| Q4 2019 | $650,000 | -9.5% | 6,937 | -14.2% | 0.52% | -16.4% |
| Q3 2019 | $718,000 | +18.3% | 8,088 | +16.4% | 0.63% | +14.4% |
| Q2 2019 | $607,000 | +22.1% | 6,948 | +19.8% | 0.55% | +19.1% |
| Q1 2019 | $497,000 | +27.1% | 5,802 | +15.8% | 0.46% | +10.0% |
| Q4 2018 | $391,000 | -2.7% | 5,011 | +8.7% | 0.42% | +26.6% |
| Q3 2018 | $402,000 | – | 4,611 | – | 0.33% | – |
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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% |