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 | $4,493 | -1.9% | 43 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,579 | -73.8% | 43 | -74.1% | 0.00% | -78.6% |
| Q1 2023 | $17,502 | +10.2% | 166 | +12.9% | 0.01% | +16.7% |
| Q4 2022 | $15,880 | +22.2% | 147 | +9.7% | 0.01% | +9.1% |
| Q3 2022 | $13,000 | +8.3% | 134 | +17.5% | 0.01% | +10.0% |
| Q2 2022 | $12,000 | 0.0% | 114 | +5.6% | 0.01% | +25.0% |
| Q1 2022 | $12,000 | 0.0% | 108 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | +20.0% | 107 | +15.1% | 0.01% | +14.3% |
| Q3 2021 | $10,000 | +42.9% | 93 | +36.8% | 0.01% | +40.0% |
| Q2 2021 | $7,000 | – | 68 | – | 0.01% | – |
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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% |