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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,308,000 | +5.2% | 21,222 | 0.0% | 0.70% | +11.1% |
| Q3 2021 | $2,193,000 | -0.9% | 21,222 | +0.5% | 0.63% | +9.8% |
| Q2 2021 | $2,213,000 | -8.9% | 21,125 | -12.1% | 0.57% | -10.3% |
| Q1 2021 | $2,429,000 | -24.0% | 24,029 | -31.2% | 0.64% | -21.0% |
| Q4 2020 | $3,197,000 | +13.6% | 34,941 | +0.5% | 0.81% | +1.1% |
| Q3 2020 | $2,814,000 | +2.9% | 34,766 | +0.2% | 0.80% | -11.3% |
| Q2 2020 | $2,734,000 | -8.1% | 34,704 | -17.5% | 0.90% | -14.9% |
| Q1 2020 | $2,976,000 | -67.3% | 42,065 | -56.7% | 1.06% | -56.3% |
| Q4 2019 | $9,104,000 | +16.2% | 97,155 | +10.1% | 2.42% | +26.0% |
| Q3 2019 | $7,832,000 | -11.6% | 88,264 | -13.0% | 1.92% | -19.9% |
| Q2 2019 | $8,864,000 | -49.1% | 101,441 | -50.1% | 2.40% | -48.5% |
| Q1 2019 | $17,400,000 | +38.5% | 203,137 | +27.9% | 4.66% | +17.1% |
| Q4 2018 | $12,559,000 | – | 158,858 | – | 3.98% | – |
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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% |