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 | $20,665 | -2.6% | 200,033 | 0.0% | 3.66% | +7.2% |
| Q2 2023 | $21,218 | +0.6% | 200,033 | 0.0% | 3.41% | -4.1% |
| Q1 2023 | $21,092 | -34.6% | 200,033 | +21.1% | 3.56% | +37.6% |
| Q4 2022 | $32,242 | -99.8% | 165,144 | +12.0% | 2.59% | +11.9% |
| Q3 2022 | $13,990,000 | -6.7% | 147,510 | 0.0% | 2.31% | +4.3% |
| Q2 2022 | $14,988,000 | +30.3% | 147,510 | +43.9% | 2.22% | +37.3% |
| Q1 2022 | $11,507,000 | +9.6% | 102,510 | +9.5% | 1.61% | +12.2% |
| Q4 2021 | $10,499,000 | +8.5% | 93,650 | 0.0% | 1.44% | +1.5% |
| Q3 2021 | $9,679,000 | -1.4% | 93,650 | 0.0% | 1.42% | +5.1% |
| Q2 2021 | $9,812,000 | -33.9% | 93,650 | -36.2% | 1.35% | -45.9% |
| Q1 2021 | $14,850,000 | – | 146,900 | – | 2.49% | – |
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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% |