VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330 | -2.4% | 3,190 | +0.1% | 0.06% | -1.6% |
| Q2 2023 | $338 | -1.7% | 3,188 | -1.6% | 0.06% | -9.0% |
| Q1 2023 | $344 | -12.5% | 3,241 | -8.7% | 0.07% | -17.3% |
| Q4 2022 | $393 | -99.9% | 3,548 | +0.1% | 0.08% | -5.8% |
| Q3 2022 | $344,000 | +11.0% | 3,544 | +16.2% | 0.09% | +8.9% |
| Q2 2022 | $310,000 | -13.4% | 3,049 | -3.5% | 0.08% | +19.7% |
| Q1 2022 | $358,000 | -1.4% | 3,161 | -0.7% | 0.07% | -1.5% |
| Q4 2021 | $363,000 | +16.0% | 3,182 | +6.4% | 0.07% | +3.1% |
| Q3 2021 | $313,000 | 0.0% | 2,990 | 0.0% | 0.06% | -4.4% |
| Q2 2021 | $313,000 | +5.7% | 2,990 | +2.2% | 0.07% | -4.2% |
| Q1 2021 | $296,000 | +0.7% | 2,927 | -8.9% | 0.07% | -5.3% |
| Q4 2020 | $294,000 | +10.9% | 3,213 | 0.0% | 0.08% | -2.6% |
| Q3 2020 | $265,000 | – | 3,213 | – | 0.08% | – |
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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% |