VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $23,844,918 | -7.1% | 230,787 | -4.6% | 16.00% | +10.9% |
| Q2 2023 | $25,656,123 | +6.9% | 241,879 | +6.3% | 14.44% | +1.1% |
| Q1 2023 | $24,008,106 | +2.0% | 227,565 | +4.6% | 14.28% | -4.0% |
| Q4 2022 | $23,534,844 | +17.4% | 217,492 | +2.9% | 14.87% | +3.8% |
| Q3 2022 | $20,045,000 | -4.8% | 211,271 | +2.1% | 14.33% | +4.1% |
| Q2 2022 | $21,048,000 | -11.5% | 206,960 | -2.3% | 13.76% | +1.7% |
| Q1 2022 | $23,789,000 | -8.8% | 211,933 | -8.9% | 13.53% | -9.9% |
| Q4 2021 | $26,078,000 | +13.3% | 232,608 | +5.9% | 15.01% | +5.5% |
| Q3 2021 | $23,022,000 | 0.0% | 219,739 | 0.0% | 14.23% | +0.2% |
| Q2 2021 | $23,022,000 | -1.3% | 219,739 | -4.8% | 14.20% | -5.7% |
| Q1 2021 | $23,332,000 | +3.9% | 230,803 | -5.9% | 15.06% | +4.4% |
| Q4 2020 | $22,457,000 | – | 245,400 | – | 14.43% | – |
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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% |