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 | $5,863,095 | +0.9% | 56,747 | +3.5% | 2.94% | +3.9% |
| Q2 2023 | $5,813,489 | +3.0% | 54,808 | +2.4% | 2.83% | -4.3% |
| Q1 2023 | $5,644,523 | +23.9% | 53,503 | +27.0% | 2.96% | -4.8% |
| Q4 2022 | $4,557,537 | +12.0% | 42,118 | -1.8% | 3.10% | +9.2% |
| Q3 2022 | $4,071,000 | -5.6% | 42,907 | +1.2% | 2.84% | -4.3% |
| Q2 2022 | $4,314,000 | -51.3% | 42,415 | -46.2% | 2.97% | -43.6% |
| Q1 2022 | $8,852,000 | +26.3% | 78,864 | +26.1% | 5.27% | +29.6% |
| Q4 2021 | $7,009,000 | +7.6% | 62,522 | -0.8% | 4.06% | +1.2% |
| Q3 2021 | $6,511,000 | -14.6% | 63,003 | -13.4% | 4.01% | -19.0% |
| Q2 2021 | $7,620,000 | +5.6% | 72,735 | +1.8% | 4.96% | -1.0% |
| Q1 2021 | $7,219,000 | +11.6% | 71,415 | +1.0% | 5.01% | +1.9% |
| Q4 2020 | $6,470,000 | +16.2% | 70,705 | +2.8% | 4.92% | +8.9% |
| Q3 2020 | $5,566,000 | +6.7% | 68,779 | +3.9% | 4.51% | +3.4% |
| Q2 2020 | $5,216,000 | +7.4% | 66,206 | -3.5% | 4.37% | -1.6% |
| Q1 2020 | $4,855,000 | -24.0% | 68,615 | +0.7% | 4.44% | -3.7% |
| Q4 2019 | $6,387,000 | – | 68,161 | – | 4.61% | – |
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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% |