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 | $11,667,081 | -5.7% | 112,922 | -3.2% | 1.07% | +2.4% |
| Q2 2023 | $12,372,043 | +0.1% | 116,640 | -0.4% | 1.04% | -4.0% |
| Q1 2023 | $12,357,262 | -3.6% | 117,130 | +0.8% | 1.09% | -2.2% |
| Q4 2022 | $12,817,021 | +18.7% | 116,244 | +2.1% | 1.11% | -0.1% |
| Q3 2022 | $10,800,000 | -5.7% | 113,837 | +1.1% | 1.11% | -0.4% |
| Q2 2022 | $11,452,000 | -6.7% | 112,612 | +3.0% | 1.12% | +5.1% |
| Q1 2022 | $12,278,000 | +6.5% | 109,385 | +6.4% | 1.06% | +8.9% |
| Q4 2021 | $11,526,000 | +3.4% | 102,811 | -4.7% | 0.98% | -2.9% |
| Q3 2021 | $11,144,000 | -4.2% | 107,829 | -2.9% | 1.01% | -6.7% |
| Q2 2021 | $11,637,000 | +3.2% | 111,080 | -0.4% | 1.08% | -3.5% |
| Q1 2021 | $11,277,000 | +32.4% | 111,563 | +19.9% | 1.12% | -13.2% |
| Q4 2020 | $8,515,000 | +1.6% | 93,050 | -10.1% | 1.29% | +28.7% |
| Q3 2020 | $8,380,000 | -99.9% | 103,550 | +3.1% | 1.00% | -0.1% |
| Q2 2020 | $7,914,223,000 | +114052.9% | 100,459 | +2.5% | 1.00% | -4.9% |
| Q1 2020 | $6,933,000 | -11.4% | 97,998 | +17.4% | 1.05% | +4.2% |
| Q4 2019 | $7,821,000 | +6.0% | 83,460 | +0.4% | 1.01% | -0.9% |
| Q3 2019 | $7,377,000 | +3.1% | 83,144 | +1.5% | 1.02% | +1.8% |
| Q2 2019 | $7,157,000 | -0.5% | 81,909 | -2.4% | 1.00% | -5.2% |
| Q1 2019 | $7,190,000 | – | 83,937 | – | 1.06% | – |
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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% |