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 | $420,155 | -2.3% | 4,066 | +0.3% | 0.25% | 0.0% |
| Q2 2023 | $430,077 | +0.9% | 4,054 | +0.3% | 0.25% | -4.9% |
| Q1 2023 | $426,361 | -2.2% | 4,041 | +0.3% | 0.26% | -11.7% |
| Q4 2022 | $436,102 | +20.5% | 4,030 | +5.6% | 0.30% | +19.7% |
| Q3 2022 | $362,000 | +4.0% | 3,816 | +11.5% | 0.25% | +0.4% |
| Q2 2022 | $348,000 | +16.0% | 3,422 | +28.1% | 0.25% | +30.5% |
| Q1 2022 | $300,000 | +26.1% | 2,671 | +25.6% | 0.19% | +30.1% |
| Q4 2021 | $238,000 | +8.2% | 2,126 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $220,000 | -1.3% | 2,126 | 0.0% | 0.14% | +5.1% |
| Q2 2021 | $223,000 | +3.7% | 2,126 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $215,000 | – | 2,126 | – | 0.14% | – |
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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% |