VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,671,335 | -7.4% | 22,524 | -5.5% | 0.18% | -11.1% |
| Q1 2024 | $2,884,108 | +6.6% | 23,838 | -1.6% | 0.21% | -4.6% |
| Q4 2023 | $2,705,260 | +98.9% | 24,234 | +84.1% | 0.22% | +70.3% |
| Q3 2023 | $1,360,326 | -14.3% | 13,166 | -12.0% | 0.13% | -19.0% |
| Q2 2023 | $1,586,489 | +0.5% | 14,957 | 0.0% | 0.16% | -7.6% |
| Q1 2023 | $1,577,964 | -5.7% | 14,957 | -3.2% | 0.17% | -14.5% |
| Q4 2022 | $1,672,602 | +14.0% | 15,457 | 0.0% | 0.20% | +5.8% |
| Q3 2022 | $1,467,000 | -7.1% | 15,457 | -0.5% | 0.19% | -6.9% |
| Q2 2022 | $1,579,000 | -17.7% | 15,527 | -9.1% | 0.20% | +6.8% |
| Q1 2022 | $1,918,000 | +0.1% | 17,090 | 0.0% | 0.19% | -5.5% |
| Q4 2021 | $1,916,000 | +82.1% | 17,090 | +67.8% | 0.20% | +55.8% |
| Q3 2021 | $1,052,000 | -15.0% | 10,183 | -13.8% | 0.13% | -21.3% |
| Q2 2021 | $1,237,000 | +3.6% | 11,809 | 0.0% | 0.16% | -9.9% |
| Q1 2021 | $1,194,000 | +18.5% | 11,809 | +7.2% | 0.18% | +4.0% |
| Q4 2020 | $1,008,000 | +399.0% | 11,014 | +340.6% | 0.18% | +348.7% |
| Q3 2020 | $202,000 | – | 2,500 | – | 0.04% | – |
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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% |
| Piedmont Capital Management, 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% |