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 | $3,530,888 | -3.0% | 34,174 | -0.4% | 3.59% | -0.1% |
| Q2 2023 | $3,638,865 | -1.9% | 34,306 | -2.4% | 3.60% | -8.6% |
| Q1 2023 | $3,708,207 | -3.6% | 35,149 | -1.1% | 3.94% | -1.8% |
| Q4 2022 | $3,847,431 | +23.0% | 35,555 | +7.9% | 4.01% | +13.7% |
| Q3 2022 | $3,127,000 | -8.9% | 32,961 | -2.3% | 3.52% | -1.5% |
| Q2 2022 | $3,431,000 | -10.7% | 33,738 | -1.4% | 3.58% | +25.9% |
| Q1 2022 | $3,841,000 | -9.0% | 34,222 | -9.2% | 2.84% | -5.0% |
| Q4 2021 | $4,223,000 | +5.9% | 37,671 | -2.4% | 2.99% | -2.0% |
| Q3 2021 | $3,988,000 | -2.5% | 38,584 | -1.2% | 3.05% | -2.9% |
| Q2 2021 | $4,090,000 | +12.6% | 39,042 | +8.6% | 3.14% | +3.6% |
| Q1 2021 | $3,633,000 | +7.1% | 35,935 | -3.1% | 3.03% | -2.6% |
| Q4 2020 | $3,393,000 | +11.8% | 37,073 | -1.2% | 3.11% | -2.8% |
| Q3 2020 | $3,036,000 | -4.2% | 37,515 | -6.8% | 3.20% | -12.5% |
| Q2 2020 | $3,170,000 | +6.7% | 40,233 | -4.1% | 3.66% | +7.0% |
| Q1 2020 | $2,970,000 | -29.5% | 41,972 | -6.6% | 3.42% | -14.0% |
| Q4 2019 | $4,212,000 | – | 44,949 | – | 3.98% | – |
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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% |