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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $28,471,000 | +5.6% | 253,960 | -2.6% | 2.94% | -4.6% |
| Q3 2021 | $26,949,000 | -2.7% | 260,756 | -1.4% | 3.08% | -3.0% |
| Q2 2021 | $27,704,000 | +0.9% | 264,423 | -2.7% | 3.17% | -4.1% |
| Q1 2021 | $27,465,000 | +7.4% | 271,685 | -2.8% | 3.31% | -5.4% |
| Q4 2020 | $25,582,000 | +9.7% | 279,550 | -3.0% | 3.50% | -8.1% |
| Q3 2020 | $23,313,000 | +1.0% | 288,062 | -1.7% | 3.80% | -4.8% |
| Q2 2020 | $23,082,000 | -5.1% | 292,994 | -14.7% | 3.99% | -22.3% |
| Q1 2020 | $24,316,000 | -27.0% | 343,683 | -3.3% | 5.14% | -4.0% |
| Q4 2019 | $33,295,000 | +1.4% | 355,297 | -4.0% | 5.35% | -6.6% |
| Q3 2019 | $32,848,000 | -0.6% | 370,205 | -2.1% | 5.73% | +0.1% |
| Q2 2019 | $33,032,000 | +1.0% | 378,030 | -1.0% | 5.72% | -2.7% |
| Q1 2019 | $32,700,000 | +8.7% | 381,740 | -1.1% | 5.88% | -6.7% |
| Q4 2018 | $30,092,000 | -10.6% | 385,855 | -0.1% | 6.31% | +2.6% |
| Q3 2018 | $33,644,000 | +6.8% | 386,313 | +1.9% | 6.15% | +0.3% |
| Q2 2018 | $31,492,000 | +8.3% | 379,198 | +7.6% | 6.13% | -1.0% |
| Q1 2018 | $29,070,000 | -7.3% | 352,412 | -5.4% | 6.19% | -3.1% |
| Q4 2017 | $31,356,000 | – | 372,532 | – | 6.39% | – |
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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% |