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 | $4,726,179 | +2.3% | 45,743 | +5.0% | 1.07% | +9.7% |
| Q2 2023 | $4,618,937 | -7.9% | 43,546 | -8.4% | 0.98% | -7.6% |
| Q1 2023 | $5,016,115 | -2.5% | 47,546 | 0.0% | 1.06% | -0.2% |
| Q4 2022 | $5,144,965 | +28.7% | 47,546 | +12.9% | 1.06% | +15.6% |
| Q3 2022 | $3,997,000 | -6.2% | 42,124 | +0.6% | 0.92% | -13.9% |
| Q2 2022 | $4,259,000 | -5.5% | 41,879 | +4.3% | 1.06% | +10.3% |
| Q1 2022 | $4,507,000 | -7.8% | 40,149 | -7.9% | 0.96% | +3.8% |
| Q4 2021 | $4,888,000 | +8.5% | 43,599 | +0.0% | 0.93% | -14.5% |
| Q3 2021 | $4,505,000 | +6.0% | 43,586 | +7.4% | 1.09% | -9.8% |
| Q2 2021 | $4,251,000 | +1.5% | 40,575 | -2.1% | 1.21% | -7.6% |
| Q1 2021 | $4,189,000 | +5.9% | 41,435 | -4.2% | 1.30% | +9.8% |
| Q4 2020 | $3,957,000 | +8.6% | 43,245 | -4.0% | 1.19% | -41.6% |
| Q3 2020 | $3,644,000 | -0.1% | 45,032 | -2.8% | 2.04% | -7.4% |
| Q2 2020 | $3,649,000 | +23.7% | 46,320 | +11.1% | 2.20% | +13.3% |
| Q1 2020 | $2,951,000 | -38.8% | 41,709 | -19.0% | 1.94% | +0.1% |
| Q4 2019 | $4,823,000 | +6.3% | 51,463 | +0.6% | 1.94% | -1.1% |
| Q3 2019 | $4,539,000 | +26.0% | 51,157 | +24.1% | 1.96% | +0.6% |
| Q2 2019 | $3,601,000 | +2.0% | 41,212 | 0.0% | 1.95% | +8.7% |
| Q1 2019 | $3,530,000 | +9.8% | 41,212 | 0.0% | 1.79% | -1.2% |
| Q4 2018 | $3,214,000 | -12.4% | 41,212 | -1.4% | 1.81% | +3.8% |
| Q3 2018 | $3,668,000 | -8.0% | 41,795 | -13.0% | 1.75% | -12.0% |
| Q2 2018 | $3,989,000 | -21.9% | 48,027 | -22.4% | 1.98% | -12.6% |
| Q1 2018 | $5,109,000 | -28.2% | 61,929 | -25.4% | 2.27% | -29.4% |
| Q4 2017 | $7,111,000 | – | 83,039 | – | 3.22% | – |
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% |