VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $482,219 | -1.7% | 4,682 | +0.1% | 0.46% | -5.1% |
| Q2 2023 | $490,321 | -1.9% | 4,675 | +0.2% | 0.49% | -9.6% |
| Q1 2023 | $499,603 | +25.7% | 4,666 | +29.0% | 0.54% | +7.1% |
| Q4 2022 | $397,329 | +20.8% | 3,618 | +7.3% | 0.51% | +8.8% |
| Q3 2022 | $329,000 | -8.4% | 3,372 | 0.0% | 0.46% | -1.7% |
| Q2 2022 | $359,000 | -5.5% | 3,372 | 0.0% | 0.47% | -2.9% |
| Q1 2022 | $380,000 | -0.8% | 3,372 | 0.0% | 0.49% | -4.1% |
| Q4 2021 | $383,000 | +68.7% | 3,372 | +55.0% | 0.51% | +46.0% |
| Q3 2021 | $227,000 | +4.6% | 2,175 | +4.9% | 0.35% | +1.2% |
| Q2 2021 | $217,000 | +2.8% | 2,073 | 0.0% | 0.34% | -8.8% |
| Q1 2021 | $211,000 | – | 2,073 | – | 0.38% | – |
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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% |