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 | $5,726,163 | -10.5% | 55,422 | -8.1% | 0.74% | -7.5% |
| Q2 2023 | $6,398,023 | +0.3% | 60,319 | -0.3% | 0.80% | -12.7% |
| Q1 2023 | $6,381,853 | -17.1% | 60,491 | -15.0% | 0.91% | +78.9% |
| Q4 2022 | $7,701,703 | -7.8% | 71,174 | -19.1% | 0.51% | +27.4% |
| Q3 2022 | $8,350,000 | +6.7% | 87,999 | +14.3% | 0.40% | -28.8% |
| Q2 2022 | $7,829,000 | -9.4% | 76,984 | +0.0% | 0.56% | +4.3% |
| Q1 2022 | $8,640,000 | -64.3% | 76,970 | -64.3% | 0.54% | -86.0% |
| Q4 2021 | $24,201,000 | +3.1% | 215,868 | -5.0% | 3.87% | -2.5% |
| Q3 2021 | $23,480,000 | -6.4% | 227,188 | -5.2% | 3.96% | -6.0% |
| Q2 2021 | $25,096,000 | +0.5% | 239,532 | -3.0% | 4.22% | -7.7% |
| Q1 2021 | $24,968,000 | +9.8% | 246,987 | -0.6% | 4.57% | -10.9% |
| Q4 2020 | $22,733,000 | +17.1% | 248,418 | +3.6% | 5.13% | +4.2% |
| Q3 2020 | $19,410,000 | +5.4% | 239,831 | +2.6% | 4.92% | -4.2% |
| Q2 2020 | $18,420,000 | +24.0% | 233,813 | +11.4% | 5.14% | -7.3% |
| Q1 2020 | $14,851,000 | -40.3% | 209,902 | -21.0% | 5.55% | -38.1% |
| Q4 2019 | $24,890,000 | +11.1% | 265,603 | +5.2% | 8.96% | +2.4% |
| Q3 2019 | $22,405,000 | +34.2% | 252,511 | +32.1% | 8.75% | +3.6% |
| Q2 2019 | $16,697,000 | +9.7% | 191,084 | +7.5% | 8.44% | +2.0% |
| Q1 2019 | $15,223,000 | +68.7% | 177,718 | +53.6% | 8.28% | +7.6% |
| Q4 2018 | $9,026,000 | – | 115,734 | – | 7.69% | – |
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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% |