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 | $21,928,441 | +1.6% | 212,238 | +4.4% | 10.77% | +1.6% |
| Q2 2023 | $21,573,318 | +2.8% | 203,388 | +2.2% | 10.60% | +1.1% |
| Q1 2023 | $20,992,917 | +99990.2% | 198,985 | +2.7% | 10.49% | -7.4% |
| Q4 2022 | $20,974 | -99.7% | 193,830 | +150.6% | 11.32% | +6.9% |
| Q3 2022 | $7,339,000 | -65.0% | 77,351 | -62.5% | 10.59% | -11.3% |
| Q2 2022 | $20,987,000 | -1.4% | 206,360 | +8.8% | 11.95% | +2.3% |
| Q1 2022 | $21,286,000 | +8.1% | 189,627 | +7.9% | 11.68% | +5.6% |
| Q4 2021 | $19,698,000 | +28.6% | 175,698 | +18.5% | 11.06% | +16.5% |
| Q3 2021 | $15,318,000 | +6.9% | 148,214 | +8.4% | 9.50% | +0.6% |
| Q2 2021 | $14,327,000 | -1.0% | 136,747 | -4.5% | 9.45% | -12.9% |
| Q1 2021 | $14,477,000 | +14.7% | 143,212 | +3.9% | 10.84% | +7.3% |
| Q4 2020 | $12,618,000 | – | 137,891 | – | 10.10% | – |
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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% |