VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,200,538 | -12.3% | 30,977 | -9.3% | 1.16% | -11.6% |
| Q1 2023 | $3,648,759 | -8.1% | 34,171 | -6.9% | 1.31% | -12.2% |
| Q4 2022 | $3,970,357 | +3.3% | 36,691 | -4.4% | 1.50% | -2.1% |
| Q3 2022 | $3,843,000 | -3.3% | 38,387 | -1.9% | 1.53% | -0.6% |
| Q2 2022 | $3,973,000 | -12.2% | 39,128 | -2.5% | 1.54% | -0.2% |
| Q1 2022 | $4,524,000 | -3.3% | 40,130 | -2.2% | 1.54% | -2.8% |
| Q4 2021 | $4,677,000 | +5.8% | 41,022 | -2.3% | 1.58% | -1.1% |
| Q3 2021 | $4,419,000 | -0.3% | 41,996 | -0.7% | 1.60% | +0.4% |
| Q2 2021 | $4,433,000 | +0.2% | 42,275 | -3.4% | 1.60% | -8.1% |
| Q1 2021 | $4,424,000 | +6.6% | 43,762 | -4.7% | 1.74% | -3.7% |
| Q4 2020 | $4,149,000 | +13.1% | 45,898 | +1.2% | 1.80% | -0.5% |
| Q3 2020 | $3,670,000 | +3.1% | 45,343 | +0.3% | 1.81% | -2.8% |
| Q2 2020 | $3,561,000 | +8.8% | 45,208 | -2.3% | 1.86% | -6.7% |
| Q1 2020 | $3,274,000 | -24.0% | 46,271 | +0.2% | 2.00% | -4.0% |
| Q4 2019 | $4,309,000 | +4.8% | 46,196 | -1.6% | 2.08% | -3.3% |
| Q3 2019 | $4,113,000 | -2.5% | 46,933 | -1.2% | 2.15% | -0.5% |
| Q2 2019 | $4,218,000 | +14.5% | 47,525 | +10.5% | 2.16% | +12.0% |
| Q1 2019 | $3,684,000 | +5.3% | 43,010 | -0.1% | 1.93% | -1.4% |
| Q4 2018 | $3,498,000 | +0.3% | 43,057 | +2.5% | 1.96% | +4.1% |
| Q2 2018 | $3,489,000 | – | 42,014 | – | 1.88% | – |
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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% |