VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $243,093 | +1.4% | 2,292 | +0.8% | 0.04% | 0.0% |
| Q1 2023 | $239,775 | -1.8% | 2,273 | +0.7% | 0.04% | -8.2% |
| Q4 2022 | $244,235 | +15.2% | 2,257 | +0.9% | 0.05% | +6.5% |
| Q3 2022 | $212,000 | -5.8% | 2,236 | +0.7% | 0.05% | -2.1% |
| Q2 2022 | $225,000 | -8.9% | 2,220 | +0.9% | 0.05% | -2.1% |
| Q1 2022 | $247,000 | +0.8% | 2,201 | +0.6% | 0.05% | +2.1% |
| Q4 2021 | $245,000 | +9.4% | 2,188 | +0.8% | 0.05% | 0.0% |
| Q3 2021 | $224,000 | -0.4% | 2,170 | +0.7% | 0.05% | +9.3% |
| Q2 2021 | $225,000 | +4.2% | 2,154 | +0.7% | 0.04% | -4.4% |
| Q1 2021 | $216,000 | +24.1% | 2,138 | +6.9% | 0.04% | -45.1% |
| Q3 2018 | $174,000 | -32.3% | 2,000 | -33.3% | 0.08% | -34.4% |
| Q4 2017 | $257,000 | +5.8% | 3,000 | 0.0% | 0.12% | -10.7% |
| Q3 2017 | $243,000 | +3.8% | 3,000 | 0.0% | 0.14% | -4.1% |
| Q2 2017 | $234,000 | – | 3,000 | – | 0.15% | – |
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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% |