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 | $5,218,693 | -2.6% | 50,510 | 0.0% | 0.56% | -4.5% |
| Q2 2023 | $5,357,596 | +0.5% | 50,510 | 0.0% | 0.58% | -3.8% |
| Q1 2023 | $5,328,805 | +779.4% | 50,510 | +802.0% | 0.60% | +696.1% |
| Q4 2022 | $605,976 | +14.1% | 5,600 | 0.0% | 0.08% | -6.2% |
| Q3 2022 | $531,000 | -6.8% | 5,600 | 0.0% | 0.08% | -9.0% |
| Q2 2022 | $570,000 | -14.3% | 5,600 | -5.1% | 0.09% | -10.1% |
| Q1 2022 | $665,000 | +0.5% | 5,901 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $662,000 | +8.5% | 5,901 | 0.0% | 0.10% | -5.7% |
| Q3 2021 | $610,000 | -3.6% | 5,901 | -2.3% | 0.11% | -13.1% |
| Q2 2021 | $633,000 | +11.8% | 6,040 | +7.9% | 0.12% | +5.2% |
| Q1 2021 | $566,000 | +10.5% | 5,600 | 0.0% | 0.12% | -4.1% |
| Q4 2020 | $512,000 | +13.0% | 5,600 | 0.0% | 0.12% | -6.2% |
| Q3 2020 | $453,000 | +2.7% | 5,600 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $441,000 | -46.3% | 5,600 | -51.7% | 0.13% | -57.2% |
| Q1 2020 | $821,000 | -24.5% | 11,600 | 0.0% | 0.30% | -12.8% |
| Q4 2019 | $1,087,000 | – | 11,600 | – | 0.34% | – |
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% |