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 | $700,569 | -12.8% | 6,781 | -10.5% | 0.39% | -15.8% |
| Q2 2023 | $803,376 | +1.1% | 7,574 | +0.6% | 0.46% | -3.9% |
| Q1 2023 | $794,489 | -1.1% | 7,531 | +1.4% | 0.48% | -8.0% |
| Q4 2022 | $803,309 | +16.3% | 7,424 | +1.9% | 0.52% | +5.0% |
| Q3 2022 | $691,000 | -4.0% | 7,286 | +2.8% | 0.50% | +1.6% |
| Q2 2022 | $720,000 | -9.2% | 7,089 | +0.3% | 0.49% | +9.6% |
| Q1 2022 | $793,000 | +2.3% | 7,065 | +2.1% | 0.45% | +18.8% |
| Q4 2021 | $775,000 | – | 6,919 | – | 0.38% | – |
Download | ||||||
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% |