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 | $21,494 | -9.7% | 208,035 | -7.3% | 4.38% | -4.6% |
| Q2 2023 | $23,810 | +39.2% | 224,473 | +38.5% | 4.59% | +32.9% |
| Q1 2023 | $17,102 | +58.2% | 162,108 | +62.3% | 3.46% | +25.4% |
| Q4 2022 | $10,809 | -99.9% | 99,887 | +21.0% | 2.76% | +17.8% |
| Q3 2022 | $7,831,000 | -7.7% | 82,539 | -1.0% | 2.34% | -2.7% |
| Q2 2022 | $8,482,000 | -13.1% | 83,399 | -4.1% | 2.41% | -5.7% |
| Q1 2022 | $9,765,000 | +36.4% | 86,994 | +36.3% | 2.55% | +17.1% |
| Q4 2021 | $7,157,000 | +5.5% | 63,837 | -2.8% | 2.18% | -4.1% |
| Q3 2021 | $6,786,000 | +3.1% | 65,656 | +4.5% | 2.27% | -0.3% |
| Q2 2021 | $6,580,000 | -3.4% | 62,808 | -6.8% | 2.28% | -12.9% |
| Q1 2021 | $6,815,000 | +31.0% | 67,418 | +18.5% | 2.62% | +22.8% |
| Q4 2020 | $5,204,000 | +11.0% | 56,869 | -1.9% | 2.13% | -0.9% |
| Q3 2020 | $4,690,000 | +28.0% | 57,947 | +24.6% | 2.15% | +12.5% |
| Q2 2020 | $3,663,000 | – | 46,498 | – | 1.91% | – |
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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% |