VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,389,267 | -18.7% | 100,554 | -16.5% | 0.04% | +150.0% |
| Q2 2023 | $12,780,077 | +2.5% | 120,487 | +1.9% | 0.02% | -93.6% |
| Q1 2023 | $12,471,941 | -4.0% | 118,216 | -6.0% | 0.25% | +52.4% |
| Q4 2022 | $12,990,823 | +27.1% | 125,827 | +16.8% | 0.16% | +27.1% |
| Q3 2022 | $10,219,000 | -1.9% | 107,703 | +3.1% | 0.13% | +0.8% |
| Q2 2022 | $10,413,000 | -9.8% | 104,478 | +1.6% | 0.13% | +6.7% |
| Q1 2022 | $11,547,000 | +0.3% | 102,861 | +0.2% | 0.12% | +8.1% |
| Q4 2021 | $11,513,000 | +71.2% | 102,696 | +57.9% | 0.11% | +23.3% |
| Q3 2021 | $6,723,000 | -0.1% | 65,043 | +1.3% | 0.09% | -5.3% |
| Q2 2021 | $6,727,000 | -19.8% | 64,202 | -22.7% | 0.10% | -28.6% |
| Q1 2021 | $8,393,000 | +12.5% | 83,026 | +1.9% | 0.13% | +9.9% |
| Q4 2020 | $7,458,000 | +18.9% | 81,500 | +5.2% | 0.12% | +3.4% |
| Q3 2020 | $6,273,000 | -15.7% | 77,508 | -17.9% | 0.12% | -28.2% |
| Q2 2020 | $7,440,000 | +618.8% | 94,446 | +545.9% | 0.16% | +425.8% |
| Q1 2020 | $1,035,000 | +14.6% | 14,622 | +51.7% | 0.03% | +29.2% |
| Q4 2019 | $903,000 | +8.3% | 9,639 | +2.5% | 0.02% | -7.7% |
| Q3 2019 | $834,000 | +36.3% | 9,403 | +34.2% | 0.03% | +36.8% |
| Q2 2019 | $612,000 | -11.6% | 7,008 | -13.3% | 0.02% | -29.6% |
| Q1 2019 | $692,000 | +40.4% | 8,081 | +27.7% | 0.03% | -6.9% |
| Q4 2018 | $493,000 | – | 6,326 | – | 0.03% | – |
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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% |