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 | $715,594 | -2.6% | 6,926 | 0.0% | 0.19% | -5.1% |
| Q2 2023 | $734,641 | +0.5% | 6,926 | 0.0% | 0.20% | -7.5% |
| Q1 2023 | $730,693 | -11.2% | 6,926 | -9.0% | 0.21% | -20.7% |
| Q4 2022 | $823,153 | +14.0% | 7,607 | 0.0% | 0.27% | +5.9% |
| Q3 2022 | $722,000 | -6.7% | 7,607 | 0.0% | 0.26% | -1.9% |
| Q2 2022 | $774,000 | -12.0% | 7,607 | -3.0% | 0.26% | -14.5% |
| Q1 2022 | $880,000 | -80.1% | 7,839 | -80.2% | 0.30% | -12.6% |
| Q4 2021 | $4,428,000 | +446.7% | 39,493 | +403.8% | 0.35% | +14.9% |
| Q3 2021 | $810,000 | +1.6% | 7,839 | +3.0% | 0.30% | -4.1% |
| Q2 2021 | $797,000 | +5.3% | 7,607 | +1.6% | 0.32% | -1.6% |
| Q1 2021 | $757,000 | +7.5% | 7,488 | -2.6% | 0.32% | -0.3% |
| Q4 2020 | $704,000 | +13.2% | 7,690 | 0.0% | 0.32% | -5.6% |
| Q3 2020 | $622,000 | +2.6% | 7,690 | 0.0% | 0.34% | -4.2% |
| Q2 2020 | $606,000 | -2.4% | 7,690 | -12.4% | 0.36% | -20.7% |
| Q1 2020 | $621,000 | -24.5% | 8,780 | 0.0% | 0.45% | -14.6% |
| Q4 2019 | $822,000 | – | 8,780 | – | 0.53% | – |
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% |