VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $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% |