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 | $3,597,013 | +2.2% | 34,814 | +4.9% | 0.26% | +3.2% |
| Q2 2023 | $3,520,004 | -1.6% | 33,186 | -2.1% | 0.25% | -2.3% |
| Q1 2023 | $3,577,945 | +8.3% | 33,914 | +11.1% | 0.26% | +4.5% |
| Q4 2022 | $3,303,189 | +13.0% | 30,526 | -4.8% | 0.25% | +2.1% |
| Q3 2022 | $2,923,000 | -11.3% | 32,062 | -1.1% | 0.24% | -9.7% |
| Q2 2022 | $3,295,000 | -16.9% | 32,403 | -8.3% | 0.27% | +2.3% |
| Q1 2022 | $3,966,000 | -1.0% | 35,338 | -1.1% | 0.26% | +3.6% |
| Q4 2021 | $4,007,000 | -0.5% | 35,741 | -8.3% | 0.25% | -7.4% |
| Q3 2021 | $4,027,000 | +1.1% | 38,960 | +2.4% | 0.27% | +2.3% |
| Q2 2021 | $3,985,000 | -5.0% | 38,031 | -8.3% | 0.27% | -10.4% |
| Q1 2021 | $4,193,000 | +9.9% | 41,478 | -0.6% | 0.30% | +13.8% |
| Q4 2020 | $3,817,000 | +6.2% | 41,715 | -6.1% | 0.26% | -15.0% |
| Q3 2020 | $3,593,000 | +2.2% | 44,406 | -0.5% | 0.31% | -7.8% |
| Q2 2020 | $3,515,000 | +29.6% | 44,618 | +16.4% | 0.33% | -14.0% |
| Q1 2020 | $2,712,000 | -34.1% | 38,329 | -12.8% | 0.39% | -11.6% |
| Q4 2019 | $4,118,000 | +8.5% | 43,941 | +2.7% | 0.44% | +1.2% |
| Q3 2019 | $3,795,000 | +3.0% | 42,772 | +1.4% | 0.43% | +1.4% |
| Q2 2019 | $3,684,000 | +3.0% | 42,165 | +1.0% | 0.43% | -4.0% |
| Q1 2019 | $3,577,000 | +4.0% | 41,763 | -5.3% | 0.44% | -5.3% |
| Q4 2018 | $3,441,000 | -14.6% | 44,118 | -4.6% | 0.47% | +4.4% |
| Q3 2018 | $4,028,000 | +10.9% | 46,252 | +5.7% | 0.45% | +2.3% |
| Q2 2018 | $3,633,000 | +55.8% | 43,767 | +54.8% | 0.44% | +45.2% |
| Q1 2018 | $2,332,000 | -11.0% | 28,269 | -7.6% | 0.30% | -15.4% |
| Q4 2017 | $2,621,000 | – | 30,602 | – | 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% |