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 | $12,353,282 | -7.1% | 119,563 | -4.6% | 4.21% | -7.4% |
| Q2 2023 | $13,294,500 | -4.5% | 125,337 | -5.1% | 4.55% | -5.0% |
| Q1 2023 | $13,927,077 | -7.9% | 132,010 | -5.6% | 4.79% | -17.2% |
| Q4 2022 | $15,125,732 | +14.8% | 139,781 | +2.3% | 5.79% | -4.6% |
| Q3 2022 | $13,178,000 | +868.3% | 136,635 | +2.1% | 6.07% | +1496.3% |
| Q2 2022 | $1,361,000 | -91.1% | 133,786 | -0.9% | 0.38% | -94.8% |
| Q1 2022 | $15,225,000 | +7.1% | 135,025 | +6.5% | 7.26% | +24.3% |
| Q4 2021 | $14,217,000 | – | 126,817 | – | 5.84% | – |
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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% |