VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,327 | -76.7% | 1,983 | -77.4% | 0.05% | -72.2% |
| Q1 2023 | $903,811 | +721.6% | 8,755 | +722.8% | 0.19% | +379.5% |
| Q3 2021 | $110,000 | -1.8% | 1,064 | -0.7% | 0.04% | -11.4% |
| Q2 2021 | $112,000 | +12.0% | 1,071 | -2.3% | 0.04% | -10.2% |
| Q1 2021 | $100,000 | 0.0% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $100,000 | 0.0% | 1,096 | -11.6% | 0.05% | -16.9% |
| Q3 2020 | $100,000 | -8.3% | 1,240 | -10.7% | 0.06% | -23.4% |
| Q2 2020 | $109,000 | +14.7% | 1,388 | +3.5% | 0.08% | -7.2% |
| Q1 2020 | $95,000 | -50.3% | 1,341 | -34.3% | 0.08% | -45.0% |
| Q4 2019 | $191,000 | +6.1% | 2,041 | +0.6% | 0.15% | -11.2% |
| Q3 2019 | $180,000 | +27.7% | 2,029 | +25.4% | 0.17% | +37.1% |
| Q2 2019 | $141,000 | +7.6% | 1,618 | +5.4% | 0.12% | +25.3% |
| Q1 2019 | $131,000 | +19.1% | 1,535 | +8.8% | 0.10% | +20.7% |
| Q4 2018 | $110,000 | – | 1,411 | – | 0.08% | – |
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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% |
| Piedmont Capital Management, 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% |