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 | $28,004,716 | +0.3% | 273,324 | +4.8% | 12.18% | +1.8% |
| Q2 2023 | $27,922,779 | +106292.8% | 260,887 | +16.3% | 11.96% | +11.7% |
| Q1 2023 | $26,245 | +8.3% | 224,335 | 0.0% | 10.70% | -4.5% |
| Q4 2022 | $24,233 | -99.9% | 224,335 | +1.4% | 11.21% | +7.9% |
| Q3 2022 | $21,557,000 | +4.4% | 221,147 | +8.9% | 10.39% | +3.0% |
| Q2 2022 | $20,651,000 | -6.4% | 203,055 | +3.3% | 10.10% | +10.2% |
| Q1 2022 | $22,055,000 | +53.2% | 196,485 | +53.0% | 9.16% | +53.3% |
| Q4 2021 | $14,400,000 | +17.8% | 128,447 | +8.6% | 5.98% | +7.1% |
| Q3 2021 | $12,223,000 | +2.5% | 118,269 | +3.9% | 5.58% | -0.3% |
| Q2 2021 | $11,925,000 | +4.8% | 113,821 | +1.1% | 5.60% | -3.2% |
| Q1 2021 | $11,380,000 | +9.5% | 112,576 | -0.8% | 5.78% | +2.2% |
| Q4 2020 | $10,389,000 | +20.3% | 113,533 | +6.4% | 5.66% | +2.5% |
| Q3 2020 | $8,639,000 | +9.4% | 106,741 | +6.5% | 5.52% | -0.9% |
| Q2 2020 | $7,899,000 | +12.7% | 100,267 | +1.2% | 5.57% | -4.0% |
| Q1 2020 | $7,009,000 | -17.6% | 99,068 | +9.1% | 5.80% | -8.0% |
| Q4 2019 | $8,507,000 | +6.1% | 90,786 | +0.5% | 6.31% | +0.1% |
| Q3 2019 | $8,018,000 | +5.3% | 90,359 | +4.1% | 6.30% | -0.5% |
| Q2 2019 | $7,613,000 | +5.6% | 86,808 | +3.2% | 6.33% | +0.1% |
| Q1 2019 | $7,207,000 | +13.1% | 84,137 | +3.0% | 6.32% | +1.7% |
| Q4 2018 | $6,373,000 | – | 81,717 | – | 6.21% | – |
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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% |