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 | $22,409,127 | -3.2% | 216,891 | -0.6% | 15.01% | -1.7% |
| Q2 2023 | $23,152,009 | +6.4% | 218,271 | +5.8% | 15.26% | -9.3% |
| Q1 2023 | $21,763,541 | +3.2% | 206,289 | +5.8% | 16.84% | -5.7% |
| Q4 2022 | $21,090,242 | +32.9% | 194,901 | +16.5% | 17.86% | +16.8% |
| Q3 2022 | $15,869,000 | +5.2% | 167,250 | +12.8% | 15.29% | +8.3% |
| Q2 2022 | $15,078,000 | +15.3% | 148,259 | +27.2% | 14.12% | +38.2% |
| Q1 2022 | $13,080,000 | +3.5% | 116,528 | +3.4% | 10.22% | +11.4% |
| Q4 2021 | $12,636,000 | +7.7% | 112,715 | +0.2% | 9.17% | -8.1% |
| Q3 2021 | $11,733,000 | +7.2% | 112,461 | +7.7% | 9.97% | +10.0% |
| Q2 2021 | $10,943,000 | +45.6% | 104,449 | +41.2% | 9.07% | +29.5% |
| Q1 2021 | $7,514,000 | +191.2% | 73,959 | +163.0% | 7.00% | +171.7% |
| Q4 2020 | $2,580,000 | – | 28,125 | – | 2.58% | – |
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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% |