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 | $344,507 | -10.2% | 3,334 | -7.8% | 0.05% | -5.3% |
| Q2 2023 | $383,477 | +0.7% | 3,615 | +0.1% | 0.06% | -8.1% |
| Q1 2023 | $380,856 | +0.4% | 3,610 | +3.0% | 0.06% | -7.5% |
| Q4 2022 | $379,344 | +11.2% | 3,506 | -2.5% | 0.07% | 0.0% |
| Q3 2022 | $341,000 | -13.0% | 3,597 | -6.7% | 0.07% | -10.7% |
| Q2 2022 | $392,000 | +19.5% | 3,854 | +31.9% | 0.08% | +11.9% |
| Q1 2022 | $328,000 | +0.3% | 2,921 | +0.0% | 0.07% | +1.5% |
| Q4 2021 | $327,000 | +6.5% | 2,920 | -1.6% | 0.07% | -4.3% |
| Q3 2021 | $307,000 | -65.0% | 2,967 | -64.5% | 0.07% | -66.5% |
| Q2 2021 | $876,000 | +3.7% | 8,360 | -0.0% | 0.21% | -13.1% |
| Q1 2021 | $845,000 | +13.0% | 8,363 | +2.4% | 0.24% | +7.7% |
| Q4 2020 | $748,000 | +11.8% | 8,170 | -1.1% | 0.22% | -8.3% |
| Q3 2020 | $669,000 | -0.6% | 8,262 | -3.3% | 0.24% | -9.8% |
| Q2 2020 | $673,000 | +8.4% | 8,546 | -2.6% | 0.27% | -20.6% |
| Q1 2020 | $621,000 | – | 8,772 | – | 0.34% | – |
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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% |