VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,199,530 | +5.3% | 940,762 | +8.1% | 0.96% | +3.5% |
| Q2 2023 | $92,307,418 | -1.9% | 870,250 | -2.4% | 0.92% | -9.4% |
| Q1 2023 | $94,106,944 | -2.1% | 892,009 | +0.5% | 1.02% | +19.4% |
| Q4 2022 | $96,083,987 | -99.9% | 887,940 | -54.1% | 0.85% | -13.0% |
| Q3 2022 | $91,835,744,000 | +77367.1% | 1,933,896 | +65.9% | 0.98% | -19.4% |
| Q2 2022 | $118,548,000 | +7.5% | 1,165,661 | +18.7% | 1.22% | +6.1% |
| Q1 2022 | $110,263,000 | +4.4% | 982,295 | +4.3% | 1.15% | +7.4% |
| Q4 2021 | $105,624,000 | +8.6% | 942,149 | +0.1% | 1.07% | +9.9% |
| Q3 2021 | $97,284,000 | +3.5% | 941,311 | +5.0% | 0.97% | -8.7% |
| Q2 2021 | $93,955,000 | +9.7% | 896,776 | +5.8% | 1.07% | -2.0% |
| Q1 2021 | $85,667,000 | +23.2% | 847,431 | +10.6% | 1.09% | +35.0% |
| Q4 2020 | $69,528,000 | -99.9% | 766,230 | +6.8% | 0.81% | -25.4% |
| Q3 2020 | $57,908,000,000 | – | 717,451 | – | 1.08% | – |
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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% |