VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,227 | +80.4% | 5,655 | +85.2% | 0.22% | +43.1% |
| Q2 2023 | $323,839 | -45.9% | 3,053 | -46.2% | 0.15% | -36.8% |
| Q1 2023 | $598,793 | -2.0% | 5,676 | +0.6% | 0.24% | -5.1% |
| Q4 2022 | $610,761 | +21.2% | 5,644 | +6.2% | 0.26% | +7.6% |
| Q3 2022 | $504,000 | +3.7% | 5,317 | +11.3% | 0.24% | +4.4% |
| Q2 2022 | $486,000 | -0.4% | 4,778 | +9.9% | 0.23% | +9.7% |
| Q1 2022 | $488,000 | -13.6% | 4,346 | -13.8% | 0.21% | -8.0% |
| Q4 2021 | $565,000 | +9.3% | 5,042 | +0.8% | 0.22% | -5.1% |
| Q3 2021 | $517,000 | +14.6% | 5,004 | +16.2% | 0.24% | +16.2% |
| Q2 2021 | $451,000 | +34.6% | 4,308 | +17.8% | 0.20% | +13.3% |
| Q4 2020 | $335,000 | – | 3,656 | – | 0.18% | – |
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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% |