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 2022 | $1,256,000 | -6.0% | 13,238 | +0.8% | 0.17% | +1.2% |
| Q2 2022 | $1,336,000 | -8.7% | 13,139 | +0.8% | 0.17% | +8.3% |
| Q1 2022 | $1,463,000 | +2.0% | 13,029 | +2.2% | 0.16% | +9.8% |
| Q4 2021 | $1,434,000 | +5.4% | 12,748 | +0.9% | 0.14% | +0.7% |
| Q3 2021 | $1,360,000 | +3.0% | 12,640 | +0.7% | 0.14% | -2.1% |
| Q2 2021 | $1,320,000 | +0.8% | 12,549 | +0.7% | 0.14% | -11.0% |
| Q1 2021 | $1,309,000 | +11.9% | 12,459 | +0.7% | 0.16% | +1.2% |
| Q4 2020 | $1,170,000 | +14.3% | 12,378 | +0.9% | 0.16% | +2.5% |
| Q3 2020 | $1,024,000 | +40.5% | 12,268 | +19.0% | 0.16% | -20.7% |
| Q1 2020 | $729,000 | – | 10,305 | – | 0.20% | – |
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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% |