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 | $1,303,278 | -38.4% | 12,614 | -36.2% | 0.58% | -35.3% |
| Q2 2023 | $2,116,732 | -7.4% | 19,777 | -7.6% | 0.90% | -16.9% |
| Q1 2023 | $2,284,878 | -5.7% | 21,398 | -4.4% | 1.09% | -15.6% |
| Q4 2022 | $2,422,930 | +22.4% | 22,391 | +7.4% | 1.29% | +27.7% |
| Q3 2022 | $1,979,000 | -6.3% | 20,853 | +0.5% | 1.01% | -1.7% |
| Q2 2022 | $2,111,000 | -13.9% | 20,758 | -4.9% | 1.02% | +15.7% |
| Q1 2022 | $2,451,000 | +0.1% | 21,836 | 0.0% | 0.89% | +4.4% |
| Q4 2021 | $2,448,000 | +6.1% | 21,836 | -1.3% | 0.85% | -5.9% |
| Q3 2021 | $2,308,000 | -0.7% | 22,126 | 0.0% | 0.90% | +6.6% |
| Q2 2021 | $2,324,000 | +8.8% | 22,126 | +6.2% | 0.85% | -0.4% |
| Q1 2021 | $2,136,000 | -36.4% | 20,841 | -43.2% | 0.85% | -42.6% |
| Q4 2020 | $3,356,000 | +8.6% | 36,670 | -0.3% | 1.48% | +2.7% |
| Q3 2020 | $3,090,000 | +5.5% | 36,770 | 0.0% | 1.44% | -7.4% |
| Q2 2020 | $2,930,000 | -15.9% | 36,770 | -20.6% | 1.56% | -32.5% |
| Q1 2020 | $3,484,000 | -72.9% | 46,333 | -66.3% | 2.31% | -68.6% |
| Q4 2019 | $12,874,000 | – | 137,290 | – | 7.34% | – |
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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% |