VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $412,000 | -9.5% | 4,050 | 0.0% | 0.48% | +7.0% |
| Q2 2022 | $455,000 | 0.0% | 4,050 | 0.0% | 0.44% | +17.8% |
| Q1 2022 | $455,000 | -20.0% | 4,050 | -19.8% | 0.38% | -17.1% |
| Q4 2021 | $569,000 | +7.6% | 5,050 | 0.0% | 0.46% | -16.4% |
| Q3 2021 | $529,000 | 0.0% | 5,050 | 0.0% | 0.54% | 0.0% |
| Q2 2021 | $529,000 | +3.5% | 5,050 | 0.0% | 0.54% | -7.5% |
| Q1 2021 | $511,000 | +10.6% | 5,050 | 0.0% | 0.59% | +10.3% |
| Q4 2020 | $462,000 | – | 5,050 | – | 0.53% | – |
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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% |