VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,147,065 | -33.4% | 10,276 | -38.3% | 0.16% | -31.5% |
| Q3 2023 | $1,722,100 | -2.6% | 16,668 | -0.0% | 0.23% | -8.7% |
| Q2 2023 | $1,768,718 | -0.9% | 16,675 | -1.4% | 0.25% | -9.6% |
| Q1 2023 | $1,784,098 | -4.2% | 16,911 | -1.7% | 0.28% | -14.3% |
| Q4 2022 | $1,862,538 | +16.2% | 17,212 | +1.9% | 0.33% | -18.4% |
| Q3 2022 | $1,603,000 | -7.6% | 16,891 | -1.0% | 0.40% | -17.8% |
| Q2 2022 | $1,735,000 | -9.5% | 17,057 | -0.1% | 0.49% | +2.3% |
| Q1 2022 | $1,917,000 | +1.6% | 17,079 | +1.5% | 0.48% | -2.6% |
| Q4 2021 | $1,886,000 | +121.6% | 16,822 | +104.2% | 0.49% | +76.6% |
| Q3 2021 | $851,000 | +25.3% | 8,236 | +27.1% | 0.28% | +29.9% |
| Q2 2021 | $679,000 | -1.2% | 6,479 | -4.7% | 0.21% | -13.4% |
| Q1 2021 | $687,000 | +6.7% | 6,800 | -3.4% | 0.25% | -4.3% |
| Q4 2020 | $644,000 | – | 7,042 | – | 0.26% | – |
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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% |