VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $258 | -5.8% | 2,173 | -4.2% | 0.23% | -4.6% |
| Q1 2024 | $274 | -9.0% | 2,269 | -15.9% | 0.24% | -16.5% |
| Q4 2023 | $301 | +6.4% | 2,697 | -1.6% | 0.28% | -9.3% |
| Q3 2023 | $283 | +19.4% | 2,742 | +23.0% | 0.31% | +16.4% |
| Q2 2023 | $237 | -14.7% | 2,230 | -15.3% | 0.27% | -9.1% |
| Q1 2023 | $278 | -1.8% | 2,632 | +0.7% | 0.30% | -8.6% |
| Q4 2022 | $283 | -99.9% | 2,614 | -7.1% | 0.32% | +163.4% |
| Q3 2022 | $267,000 | -12.7% | 2,813 | -98.7% | 0.12% | +75.7% |
| Q2 2022 | $306,000 | +6.6% | 222,708 | +8613.1% | 0.07% | -40.7% |
| Q1 2022 | $287,000 | +0.7% | 2,556 | +0.6% | 0.12% | -4.8% |
| Q4 2021 | $285,000 | +9.2% | 2,541 | +0.8% | 0.12% | +17.0% |
| Q3 2021 | $261,000 | – | 2,521 | – | 0.11% | – |
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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% |
| Piedmont Capital Management, 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% |