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 | $5,697,784 | -1.7% | 55,147 | +0.9% | 1.60% | -0.9% |
| Q2 2023 | $5,799,055 | +2.8% | 54,672 | +2.3% | 1.62% | -1.8% |
| Q1 2023 | $5,640,132 | +2.0% | 53,461 | +4.6% | 1.64% | -6.4% |
| Q4 2022 | $5,528,229 | +11.4% | 51,088 | -2.4% | 1.76% | -11.9% |
| Q3 2022 | $4,964,000 | -6.3% | 52,323 | +0.5% | 1.99% | -1.5% |
| Q2 2022 | $5,297,000 | -11.3% | 52,086 | -2.1% | 2.02% | +11.8% |
| Q1 2022 | $5,975,000 | -0.2% | 53,226 | -0.3% | 1.81% | +8.1% |
| Q4 2021 | $5,984,000 | +7.8% | 53,378 | -0.6% | 1.68% | -0.7% |
| Q3 2021 | $5,552,000 | -1.1% | 53,724 | +0.2% | 1.69% | +1.7% |
| Q2 2021 | $5,616,000 | +5.7% | 53,607 | +2.0% | 1.66% | -4.9% |
| Q1 2021 | $5,312,000 | +14.6% | 52,544 | +3.7% | 1.74% | -4.7% |
| Q4 2020 | $4,636,000 | +13.2% | 50,657 | +0.1% | 1.83% | -7.5% |
| Q3 2020 | $4,096,000 | +7.4% | 50,614 | +4.5% | 1.98% | -1.6% |
| Q2 2020 | $3,814,000 | +12.4% | 48,413 | +0.9% | 2.01% | -17.4% |
| Q1 2020 | $3,394,000 | -24.9% | 47,974 | -1.0% | 2.44% | -5.2% |
| Q4 2019 | $4,517,000 | -1.6% | 48,453 | -6.4% | 2.57% | -10.8% |
| Q3 2019 | $4,591,000 | +2.2% | 51,744 | +0.6% | 2.88% | -0.1% |
| Q2 2019 | $4,494,000 | +3.4% | 51,432 | +1.3% | 2.88% | +0.4% |
| Q1 2019 | $4,348,000 | – | 50,759 | – | 2.87% | – |
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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% |