VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,396 | -2.6% | 9,276 | 0.0% | 0.34% | +0.9% |
| Q2 2023 | $983,905 | -9.2% | 9,276 | -9.7% | 0.33% | -9.0% |
| Q1 2023 | $1,084,118 | -2.5% | 10,276 | 0.0% | 0.36% | -12.3% |
| Q4 2022 | $1,111,966 | +14.0% | 10,276 | 0.0% | 0.42% | +1.7% |
| Q3 2022 | $975,000 | -6.7% | 10,276 | 0.0% | 0.41% | +4.1% |
| Q2 2022 | $1,045,000 | -9.4% | 10,276 | 0.0% | 0.39% | +10.4% |
| Q1 2022 | $1,153,000 | +0.1% | 10,276 | 0.0% | 0.36% | -4.3% |
| Q4 2021 | $1,152,000 | +8.5% | 10,276 | 0.0% | 0.37% | +3.6% |
| Q3 2021 | $1,062,000 | -1.4% | 10,276 | 0.0% | 0.36% | +4.7% |
| Q2 2021 | $1,077,000 | +4.2% | 10,276 | +0.5% | 0.34% | -5.2% |
| Q1 2021 | $1,034,000 | +10.5% | 10,226 | 0.0% | 0.36% | -2.4% |
| Q4 2020 | $936,000 | +13.0% | 10,226 | 0.0% | 0.37% | -12.7% |
| Q3 2020 | $828,000 | +2.6% | 10,226 | -0.2% | 0.42% | -2.1% |
| Q2 2020 | $807,000 | +11.6% | 10,250 | +0.2% | 0.43% | -18.1% |
| Q1 2020 | $723,000 | +163.9% | 10,226 | +249.5% | 0.53% | +196.1% |
| Q4 2019 | $274,000 | +5.4% | 2,926 | 0.0% | 0.18% | -6.3% |
| Q3 2019 | $260,000 | +1.6% | 2,926 | 0.0% | 0.19% | +11.0% |
| Q2 2019 | $256,000 | +2.0% | 2,926 | 0.0% | 0.17% | -6.0% |
| Q1 2019 | $251,000 | +10.1% | 2,926 | 0.0% | 0.18% | -16.8% |
| Q4 2018 | $228,000 | -10.6% | 2,926 | 0.0% | 0.22% | +21.5% |
| Q3 2018 | $255,000 | +8.5% | 2,926 | +3.5% | 0.18% | -12.1% |
| Q2 2018 | $235,000 | -2.5% | 2,826 | -3.4% | 0.21% | +5.6% |
| Q1 2018 | $241,000 | -4.0% | 2,926 | 0.0% | 0.20% | -8.5% |
| Q4 2017 | $251,000 | – | 2,926 | – | 0.21% | – |
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% |