VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235 | -2.1% | 2,270 | +0.2% | 0.08% | -5.6% |
| Q2 2023 | $240 | +3.4% | 2,265 | +3.2% | 0.09% | +3.5% |
| Q1 2023 | $232 | -2.1% | 2,195 | +0.2% | 0.09% | -8.5% |
| Q4 2022 | $237 | -99.9% | 2,191 | +0.3% | 0.09% | -3.1% |
| Q3 2022 | $207,000 | -4.2% | 2,185 | +2.9% | 0.10% | +4.3% |
| Q2 2022 | $216,000 | -9.2% | 2,124 | +0.2% | 0.09% | +8.1% |
| Q1 2022 | $238,000 | +36.0% | 2,120 | +35.5% | 0.09% | +41.0% |
| Q4 2021 | $175,000 | +1.7% | 1,564 | -6.0% | 0.06% | -9.0% |
| Q3 2021 | $172,000 | -1.1% | 1,664 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $174,000 | +3.6% | 1,664 | 0.0% | 0.07% | -17.6% |
| Q1 2021 | $168,000 | +10.5% | 1,664 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $152,000 | +12.6% | 1,664 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $135,000 | +3.1% | 1,664 | 0.0% | 0.08% | -8.0% |
| Q2 2020 | $131,000 | +11.0% | 1,664 | 0.0% | 0.09% | -17.1% |
| Q1 2020 | $118,000 | -25.3% | 1,664 | -1.4% | 0.10% | -10.3% |
| Q4 2019 | $158,000 | +5.3% | 1,688 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $150,000 | +2.0% | 1,688 | 0.0% | 0.12% | -2.5% |
| Q2 2019 | $147,000 | -0.7% | 1,688 | -2.4% | 0.12% | -6.3% |
| Q1 2019 | $148,000 | – | 1,730 | – | 0.13% | – |
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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% |