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 | $5,392,289 | -5.0% | 52,190 | -1.9% | 1.50% | +0.2% |
| Q2 2023 | $5,677,091 | -2.1% | 53,201 | -3.2% | 1.49% | -12.1% |
| Q1 2023 | $5,799,343 | -4.9% | 54,970 | -2.4% | 1.70% | -13.3% |
| Q4 2022 | $6,095,092 | +8.3% | 56,327 | -3.0% | 1.96% | +2.3% |
| Q3 2022 | $5,630,000 | -5.0% | 58,062 | -0.4% | 1.92% | +1.3% |
| Q2 2022 | $5,928,000 | -8.9% | 58,292 | +0.5% | 1.89% | +6.6% |
| Q1 2022 | $6,509,000 | -0.5% | 57,983 | -0.6% | 1.77% | -0.9% |
| Q4 2021 | $6,541,000 | +7.4% | 58,347 | -1.0% | 1.79% | -1.9% |
| Q3 2021 | $6,091,000 | -1.0% | 58,932 | +0.4% | 1.82% | +8.5% |
| Q2 2021 | $6,153,000 | +5.0% | 58,725 | +1.3% | 1.68% | +37.1% |
| Q1 2021 | $5,861,000 | +10.8% | 57,978 | +0.3% | 1.23% | +3.7% |
| Q4 2020 | $5,290,000 | +17.2% | 57,803 | +3.7% | 1.18% | +2.2% |
| Q3 2020 | $4,513,000 | +10.3% | 55,761 | +7.3% | 1.16% | +18.8% |
| Q2 2020 | $4,093,000 | +3.6% | 51,961 | -6.9% | 0.97% | -16.3% |
| Q1 2020 | $3,951,000 | -27.7% | 55,841 | -4.2% | 1.16% | -15.6% |
| Q4 2019 | $5,462,000 | +4.7% | 58,281 | -0.9% | 1.38% | -3.8% |
| Q3 2019 | $5,217,000 | +7.8% | 58,802 | +6.2% | 1.43% | +2.6% |
| Q2 2019 | $4,838,000 | +1.4% | 55,371 | -0.6% | 1.40% | -7.6% |
| Q1 2019 | $4,771,000 | +0.6% | 55,691 | -8.4% | 1.51% | -19.6% |
| Q4 2018 | $4,741,000 | +8.2% | 60,791 | +20.8% | 1.88% | +19.9% |
| Q3 2018 | $4,383,000 | +9.9% | 50,332 | +4.8% | 1.57% | +3.6% |
| Q2 2018 | $3,987,000 | +4.1% | 48,008 | +3.4% | 1.51% | -7.3% |
| Q1 2018 | $3,830,000 | +1.0% | 46,435 | +4.9% | 1.63% | +3.7% |
| Q4 2017 | $3,792,000 | – | 44,283 | – | 1.58% | – |
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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% |