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 | $519,804 | -2.4% | 5,031 | +0.2% | 0.40% | +0.3% |
| Q2 2023 | $532,577 | +0.3% | 5,021 | -0.2% | 0.40% | -14.0% |
| Q1 2023 | $530,771 | -4.4% | 5,031 | -1.9% | 0.46% | -17.4% |
| Q4 2022 | $555,226 | +12.9% | 5,131 | -1.0% | 0.56% | +14.2% |
| Q3 2022 | $492,000 | -6.6% | 5,181 | 0.0% | 0.49% | +4.9% |
| Q2 2022 | $527,000 | -9.5% | 5,181 | 0.0% | 0.47% | +11.9% |
| Q1 2022 | $582,000 | +0.2% | 5,181 | 0.0% | 0.42% | +18.0% |
| Q4 2021 | $581,000 | +10.2% | 5,181 | +1.5% | 0.36% | -0.8% |
| Q3 2021 | $527,000 | -2.9% | 5,104 | -1.4% | 0.36% | -7.0% |
| Q2 2021 | $543,000 | +4.4% | 5,179 | +0.7% | 0.38% | -4.7% |
| Q1 2021 | $520,000 | +10.4% | 5,145 | 0.0% | 0.40% | +2.5% |
| Q4 2020 | $471,000 | +3.5% | 5,145 | -8.5% | 0.39% | -7.9% |
| Q3 2020 | $455,000 | +5.3% | 5,622 | +2.6% | 0.43% | -4.3% |
| Q2 2020 | $432,000 | +11.3% | 5,481 | 0.0% | 0.45% | -18.7% |
| Q1 2020 | $388,000 | -23.9% | 5,481 | +0.8% | 0.55% | +11.3% |
| Q4 2019 | $510,000 | – | 5,438 | – | 0.49% | – |
Download | ||||||
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% |