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 | $6,072,065 | -5.0% | 58,770 | -2.5% | 2.63% | -2.3% |
| Q2 2023 | $6,393,634 | -0.6% | 60,278 | -1.1% | 2.69% | -8.3% |
| Q1 2023 | $6,429,434 | -1.8% | 60,943 | +0.8% | 2.93% | -10.9% |
| Q4 2022 | $6,544,054 | +13.2% | 60,476 | -0.8% | 3.29% | +4.2% |
| Q3 2022 | $5,783,000 | -6.8% | 60,950 | -0.1% | 3.16% | +0.9% |
| Q2 2022 | $6,202,000 | -10.7% | 60,981 | -1.4% | 3.13% | +6.7% |
| Q1 2022 | $6,945,000 | +2.9% | 61,874 | +2.8% | 2.93% | +6.5% |
| Q4 2021 | $6,748,000 | +10.3% | 60,193 | +1.7% | 2.75% | +2.2% |
| Q3 2021 | $6,117,000 | -1.4% | 59,189 | -0.1% | 2.70% | -1.7% |
| Q2 2021 | $6,207,000 | +2.9% | 59,240 | -0.7% | 2.74% | +6.0% |
| Q1 2021 | $6,032,000 | +12.7% | 59,667 | +2.0% | 2.59% | +7.2% |
| Q4 2020 | $5,353,000 | +15.2% | 58,496 | +1.9% | 2.41% | +14.6% |
| Q3 2020 | $4,647,000 | +7.7% | 57,420 | +4.8% | 2.10% | -2.2% |
| Q2 2020 | $4,314,000 | +19.3% | 54,765 | +7.1% | 2.15% | -1.4% |
| Q1 2020 | $3,616,000 | -27.7% | 51,115 | -5.3% | 2.18% | +7.3% |
| Q4 2019 | $4,998,000 | +2.5% | 53,994 | +1.0% | 2.03% | -2.3% |
| Q3 2019 | $4,874,000 | +7.4% | 53,441 | +3.8% | 2.08% | +1.8% |
| Q2 2019 | $4,538,000 | +2.1% | 51,483 | +1.3% | 2.04% | -2.6% |
| Q1 2019 | $4,443,000 | – | 50,803 | – | 2.10% | – |
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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% |