VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $190,068 | -7.3% | 1,839 | -4.9% | 0.13% | -0.8% |
Q2 2023 | $205,117 | +0.6% | 1,933 | +0.1% | 0.13% | -6.5% |
Q1 2023 | $203,919 | -1.8% | 1,932 | 0.0% | 0.14% | -14.3% |
Q4 2022 | $207,732 | +5.4% | 1,932 | -4.9% | 0.16% | +5.2% |
Q3 2022 | $197,000 | -4.8% | 2,031 | +0.0% | 0.15% | +2.0% |
Q2 2022 | $207,000 | -10.0% | 2,030 | +0.0% | 0.15% | +6.4% |
Q1 2022 | $230,000 | -15.4% | 2,029 | -16.4% | 0.14% | -11.9% |
Q4 2021 | $272,000 | +9.7% | 2,428 | +1.9% | 0.16% | +5.3% |
Q3 2021 | $248,000 | -0.8% | 2,383 | +0.0% | 0.15% | -0.7% |
Q2 2021 | $250,000 | +20.2% | 2,382 | +16.1% | 0.15% | +18.6% |
Q1 2021 | $208,000 | +7.8% | 2,051 | 0.0% | 0.13% | +9.3% |
Q4 2020 | $193,000 | -1.5% | 2,051 | -15.4% | 0.12% | -13.9% |
Q3 2020 | $196,000 | +2.6% | 2,425 | 0.0% | 0.14% | -30.1% |
Q2 2020 | $191,000 | +1.1% | 2,425 | 0.0% | 0.20% | 0.0% |
Q1 2020 | $189,000 | -16.7% | 2,425 | 0.0% | 0.20% | +12.0% |
Q4 2019 | $227,000 | – | 2,425 | – | 0.18% | – |
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% |