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 | $20,163,947 | -0.6% | 195,160 | +2.0% | 3.75% | +0.3% |
| Q2 2023 | $20,293,681 | +1.1% | 191,323 | +0.5% | 3.74% | -3.9% |
| Q1 2023 | $20,082,661 | -1.7% | 190,357 | +0.9% | 3.89% | -10.1% |
| Q4 2022 | $20,422,904 | +12.2% | 188,734 | -1.6% | 4.33% | -1.7% |
| Q3 2022 | $18,196,000 | -4.2% | 191,775 | +2.7% | 4.41% | -4.9% |
| Q2 2022 | $18,993,000 | -12.8% | 186,751 | -3.7% | 4.63% | -4.8% |
| Q1 2022 | $21,774,000 | -1.2% | 193,981 | -1.3% | 4.86% | -10.3% |
| Q4 2021 | $22,035,000 | +7.2% | 196,550 | -1.1% | 5.42% | -3.0% |
| Q3 2021 | $20,548,000 | +6.1% | 198,818 | +7.5% | 5.59% | -1.6% |
| Q2 2021 | $19,374,000 | +1.9% | 184,921 | -1.7% | 5.68% | -2.5% |
| Q1 2021 | $19,019,000 | +15.6% | 188,135 | +4.7% | 5.83% | +5.2% |
| Q4 2020 | $16,450,000 | +41.6% | 179,766 | +25.2% | 5.54% | +22.6% |
| Q3 2020 | $11,617,000 | +39.8% | 143,545 | +36.1% | 4.52% | +29.5% |
| Q2 2020 | $8,312,000 | +17.3% | 105,505 | +5.4% | 3.49% | -5.3% |
| Q1 2020 | $7,084,000 | -21.6% | 100,130 | +3.9% | 3.68% | +2.6% |
| Q4 2019 | $9,030,000 | +1.3% | 96,361 | -4.1% | 3.59% | -4.8% |
| Q3 2019 | $8,911,000 | -3.7% | 100,434 | -5.2% | 3.77% | -5.9% |
| Q2 2019 | $9,257,000 | -7.1% | 105,937 | -8.9% | 4.01% | -9.6% |
| Q1 2019 | $9,963,000 | +2.1% | 116,313 | -7.0% | 4.44% | -8.1% |
| Q4 2018 | $9,759,000 | -19.3% | 125,134 | -9.9% | 4.83% | +3.3% |
| Q3 2018 | $12,089,000 | +2.3% | 138,810 | -2.5% | 4.67% | +5.8% |
| Q2 2018 | $11,820,000 | +1.2% | 142,327 | +0.5% | 4.42% | +7.8% |
| Q1 2018 | $11,683,000 | -5.8% | 141,630 | -2.2% | 4.10% | -2.7% |
| Q4 2017 | $12,398,000 | +5.6% | 144,787 | -0.0% | 4.21% | +1.6% |
| Q3 2017 | $11,740,000 | +4.8% | 144,810 | +1.0% | 4.14% | +2.8% |
| Q2 2017 | $11,206,000 | +3.0% | 143,376 | +2.3% | 4.03% | +0.6% |
| Q1 2017 | $10,884,000 | +4.3% | 140,172 | +1.8% | 4.01% | -1.1% |
| Q4 2016 | $10,435,000 | +4.8% | 137,715 | -0.2% | 4.05% | -1.1% |
| Q3 2016 | $9,956,000 | +4.3% | 138,006 | +3.4% | 4.10% | -6.4% |
| Q2 2016 | $9,541,000 | +9.4% | 133,518 | +5.7% | 4.38% | -2.3% |
| Q1 2016 | $8,721,000 | +13.1% | 126,315 | +9.3% | 4.48% | +1.7% |
| Q4 2015 | $7,711,000 | +5.0% | 115,515 | -1.5% | 4.40% | -4.7% |
| Q3 2015 | $7,345,000 | -5.7% | 117,242 | +1.3% | 4.62% | -0.9% |
| Q2 2015 | $7,790,000 | +0.3% | 115,711 | +1.8% | 4.66% | -6.9% |
| Q1 2015 | $7,764,000 | +6.1% | 113,672 | +3.8% | 5.01% | -1.4% |
| Q4 2014 | $7,317,000 | 0.0% | 109,471 | -0.6% | 5.08% | 0.0% |
| Q3 2014 | $7,317,000 | +1.0% | 110,182 | +0.9% | 5.08% | +4.0% |
| Q2 2014 | $7,244,000 | +4.9% | 109,235 | -0.1% | 4.88% | +1.5% |
| Q1 2014 | $6,905,000 | +4.6% | 109,388 | +3.2% | 4.81% | +2.8% |
| Q4 2013 | $6,603,000 | – | 105,954 | – | 4.68% | – |
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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% |