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 | $598,636 | +25.5% | 5,794 | +28.9% | 0.57% | +30.1% |
| Q2 2023 | $476,891 | +27.8% | 4,496 | +27.1% | 0.44% | +25.1% |
| Q1 2023 | $373,259 | -35.5% | 3,538 | -33.8% | 0.35% | -36.3% |
| Q4 2022 | $578,707 | +13.0% | 5,348 | -0.8% | 0.55% | -0.4% |
| Q3 2022 | $512,000 | -8.2% | 5,393 | -1.6% | 0.55% | -3.5% |
| Q2 2022 | $558,000 | +3.9% | 5,483 | +14.6% | 0.57% | +17.4% |
| Q1 2022 | $537,000 | -11.2% | 4,783 | -11.4% | 0.49% | -9.6% |
| Q4 2021 | $605,000 | – | 5,398 | – | 0.54% | – |
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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% |