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 | $22,278,815 | -3.6% | 219,907 | +0.9% | 3.03% | -3.1% |
| Q2 2023 | $23,118,999 | +3.8% | 217,960 | +3.3% | 3.12% | -9.4% |
| Q1 2023 | $22,263,174 | -1.7% | 211,025 | +0.9% | 3.45% | -1.0% |
| Q4 2022 | $22,640,624 | +16.2% | 209,229 | +1.9% | 3.48% | +7.2% |
| Q3 2022 | $19,478,000 | -7.9% | 205,289 | -1.3% | 3.25% | +0.6% |
| Q2 2022 | $21,156,000 | -9.1% | 208,025 | +0.3% | 3.23% | -0.6% |
| Q1 2022 | $23,282,000 | +4.5% | 207,412 | +4.4% | 3.25% | +2.5% |
| Q4 2021 | $22,276,000 | +9.8% | 198,697 | +1.3% | 3.17% | -1.1% |
| Q3 2021 | $20,282,000 | -0.0% | 196,241 | +1.3% | 3.20% | -1.6% |
| Q2 2021 | $20,289,000 | +5.6% | 193,650 | +1.9% | 3.25% | -1.2% |
| Q1 2021 | $19,210,000 | +12.1% | 190,025 | +1.4% | 3.29% | +3.0% |
| Q4 2020 | $17,143,000 | +13.3% | 187,340 | +0.2% | 3.20% | -4.6% |
| Q3 2020 | $15,136,000 | +2.5% | 187,030 | -0.2% | 3.35% | -3.2% |
| Q2 2020 | $14,770,000 | +11.8% | 187,484 | +0.4% | 3.46% | -2.8% |
| Q1 2020 | $13,206,000 | -24.0% | 186,657 | +0.7% | 3.56% | -2.5% |
| Q4 2019 | $17,370,000 | +4.5% | 185,360 | -0.1% | 3.65% | -0.5% |
| Q3 2019 | $16,629,000 | +3.3% | 185,472 | +0.7% | 3.67% | -2.5% |
| Q2 2019 | $16,092,000 | +3.2% | 184,163 | +1.2% | 3.76% | -2.4% |
| Q1 2019 | $15,594,000 | +13.0% | 182,042 | +2.9% | 3.86% | -4.7% |
| Q4 2018 | $13,794,000 | – | 176,868 | – | 4.05% | – |
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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% |