VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $300,499 | +13.8% | 2,777 | -0.1% | 0.12% | +4.5% |
| Q3 2022 | $264,000 | -9.6% | 2,780 | -3.2% | 0.11% | -4.3% |
| Q2 2022 | $292,000 | -11.0% | 2,871 | -1.8% | 0.12% | -12.7% |
| Q1 2022 | $328,000 | -3.2% | 2,923 | -3.3% | 0.13% | +7.2% |
| Q4 2021 | $339,000 | +7.6% | 3,024 | -0.9% | 0.12% | -23.3% |
| Q3 2021 | $315,000 | -4.0% | 3,051 | -2.5% | 0.16% | -7.9% |
| Q2 2021 | $328,000 | +1.9% | 3,130 | -1.7% | 0.18% | -7.8% |
| Q1 2021 | $322,000 | +6.6% | 3,185 | -3.5% | 0.19% | -2.5% |
| Q4 2020 | $302,000 | – | 3,299 | – | 0.20% | – |
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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% |