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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,635,416 | -22.6% | 167,160 | -20.6% | 9.89% | -18.3% |
| Q4 2022 | $22,782,693 | +13.3% | 210,541 | -0.7% | 12.10% | +22.7% |
| Q3 2022 | $20,115,000 | -18.8% | 212,003 | -12.9% | 9.86% | +2.2% |
| Q2 2022 | $24,764,000 | -16.1% | 243,498 | -7.4% | 9.66% | -13.7% |
| Q1 2022 | $29,515,000 | +2964.9% | 262,940 | +2961.7% | 11.19% | +2775.8% |
| Q4 2021 | $963,000 | +52.1% | 8,588 | +40.2% | 0.39% | +35.5% |
| Q3 2021 | $633,000 | +5.0% | 6,127 | +6.5% | 0.29% | -1.4% |
| Q2 2021 | $603,000 | +108.7% | 5,751 | +101.4% | 0.29% | +74.3% |
| Q1 2021 | $289,000 | +10.7% | 2,856 | +0.1% | 0.17% | +1.2% |
| Q4 2020 | $261,000 | – | 2,853 | – | 0.16% | – |
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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% |