VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $346,301 | +8.9% | 2,862 | +0.5% | 0.21% | +3.0% |
| Q4 2023 | $318,021 | +25.1% | 2,849 | +15.8% | 0.20% | +11.6% |
| Q3 2023 | $254,146 | -1.9% | 2,460 | +0.7% | 0.18% | +0.6% |
| Q2 2023 | $258,982 | +1.4% | 2,442 | +0.9% | 0.18% | -29.7% |
| Q1 2023 | $255,439 | -1.8% | 2,421 | +0.7% | 0.26% | -5.5% |
| Q4 2022 | $260,149 | +26.9% | 2,404 | +11.4% | 0.27% | +18.9% |
| Q3 2022 | $205,000 | -6.0% | 2,158 | +0.8% | 0.23% | -5.8% |
| Q2 2022 | $218,000 | -6.8% | 2,141 | +2.8% | 0.24% | -10.0% |
| Q1 2022 | $234,000 | -36.2% | 2,083 | -36.4% | 0.27% | -36.0% |
| Q4 2021 | $367,000 | +74.8% | 3,275 | +61.4% | 0.42% | +133.3% |
| Q3 2021 | $210,000 | -0.5% | 2,029 | +0.7% | 0.18% | -1.1% |
| Q2 2021 | $211,000 | – | 2,014 | – | 0.18% | – |
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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% |