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 | $1,209,815 | -6.1% | 11,709 | -3.6% | 0.24% | -2.9% |
| Q2 2023 | $1,288,475 | -2.2% | 12,147 | -2.8% | 0.24% | -9.0% |
| Q1 2023 | $1,317,843 | -2.5% | 12,491 | 0.0% | 0.27% | -9.2% |
| Q4 2022 | $1,351,694 | +3.2% | 12,491 | -9.5% | 0.29% | -12.5% |
| Q3 2022 | $1,310,000 | -8.4% | 13,808 | -1.8% | 0.34% | -8.7% |
| Q2 2022 | $1,430,000 | -9.4% | 14,064 | 0.0% | 0.37% | +0.3% |
| Q1 2022 | $1,579,000 | -6.5% | 14,064 | -6.6% | 0.37% | -5.4% |
| Q4 2021 | $1,689,000 | +9.0% | 15,063 | +0.5% | 0.39% | -6.5% |
| Q3 2021 | $1,549,000 | -0.1% | 14,989 | +1.3% | 0.41% | -1.0% |
| Q2 2021 | $1,551,000 | +3.2% | 14,800 | -0.5% | 0.42% | -7.3% |
| Q1 2021 | $1,503,000 | -30.8% | 14,871 | -37.3% | 0.45% | -36.3% |
| Q4 2020 | $2,171,000 | +14.1% | 23,720 | -0.8% | 0.71% | -1.5% |
| Q3 2020 | $1,903,000 | -15.3% | 23,919 | -16.1% | 0.72% | -21.1% |
| Q2 2020 | $2,247,000 | +0.5% | 28,522 | -0.5% | 0.91% | -7.3% |
| Q1 2020 | $2,236,000 | -15.7% | 28,654 | +1.3% | 0.98% | +1.1% |
| Q4 2019 | $2,652,000 | +215.3% | 28,299 | +198.5% | 0.97% | +48.2% |
| Q3 2019 | $841,000 | +4.9% | 9,481 | +3.4% | 0.66% | +1.5% |
| Q2 2019 | $802,000 | -3.7% | 9,173 | -5.7% | 0.65% | -8.8% |
| Q1 2019 | $833,000 | +9.9% | 9,728 | +0.1% | 0.71% | -3.3% |
| Q4 2018 | $758,000 | – | 9,720 | – | 0.73% | – |
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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% |