VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,307 | +0.9% | 70,719 | +3.6% | 1.52% | -2.9% |
| Q2 2023 | $7,241 | +6.3% | 68,264 | +5.7% | 1.57% | -7.5% |
| Q1 2023 | $6,814 | +4.9% | 64,589 | +7.6% | 1.70% | -0.8% |
| Q4 2022 | $6,497 | -99.9% | 60,039 | +5.7% | 1.71% | +13.8% |
| Q3 2022 | $5,390,000 | -0.7% | 56,809 | +6.4% | 1.50% | +7.2% |
| Q2 2022 | $5,429,000 | -1.6% | 53,382 | +8.6% | 1.40% | -27.5% |
| Q1 2022 | $5,516,000 | +2.0% | 49,142 | +1.9% | 1.94% | +54.4% |
| Q4 2021 | $5,408,000 | +38.9% | 48,241 | +28.1% | 1.25% | +24.4% |
| Q3 2021 | $3,893,000 | -1.7% | 37,669 | -0.4% | 1.01% | -3.3% |
| Q2 2021 | $3,961,000 | +9.1% | 37,806 | +5.3% | 1.04% | +7.8% |
| Q1 2021 | $3,630,000 | +15.2% | 35,912 | +4.3% | 0.97% | +0.9% |
| Q4 2020 | $3,150,000 | +23.6% | 34,423 | +9.3% | 0.96% | -8.5% |
| Q3 2020 | $2,549,000 | +34.8% | 31,494 | +31.2% | 1.05% | +19.1% |
| Q2 2020 | $1,891,000 | +88.0% | 24,005 | +122.3% | 0.88% | +49.6% |
| Q4 2019 | $1,006,000 | – | 10,798 | – | 0.59% | – |
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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% |