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 | $6,154 | +26.0% | 59,566 | +28.7% | 3.70% | -5.9% |
| Q1 2023 | $4,884 | -27.3% | 46,298 | -25.5% | 3.93% | -16.2% |
| Q4 2022 | $6,721 | -99.9% | 62,113 | +25.1% | 4.70% | +13.1% |
| Q3 2022 | $4,711,000 | -30.8% | 49,657 | -25.8% | 4.15% | -12.8% |
| Q2 2022 | $6,803,000 | -9.5% | 66,890 | -0.1% | 4.76% | -7.6% |
| Q1 2022 | $7,517,000 | -0.2% | 66,964 | -0.4% | 5.16% | +2.6% |
| Q4 2021 | $7,535,000 | +0.6% | 67,212 | -6.0% | 5.02% | -26.5% |
| Q2 2021 | $7,491,000 | +6.4% | 71,501 | +2.7% | 6.83% | +26.0% |
| Q1 2021 | $7,039,000 | -1.3% | 69,627 | -10.7% | 5.42% | -3.2% |
| Q4 2020 | $7,135,000 | – | 77,973 | – | 5.60% | – |
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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% |