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 | $15,821,473 | -0.9% | 153,131 | +5.1% | 3.19% | +4.5% |
| Q2 2023 | $15,962,912 | -6.3% | 145,687 | -9.8% | 3.06% | -13.4% |
| Q1 2023 | $17,042,257 | +4.7% | 161,538 | +7.3% | 3.53% | +0.1% |
| Q4 2022 | $16,283,692 | +198.7% | 150,482 | +161.9% | 3.52% | +187.9% |
| Q3 2022 | $5,452,000 | -6.8% | 57,466 | -0.1% | 1.22% | -5.0% |
| Q2 2022 | $5,850,000 | -9.5% | 57,519 | -0.1% | 1.29% | +2.5% |
| Q1 2022 | $6,464,000 | +0.2% | 57,582 | +0.1% | 1.26% | +1.2% |
| Q4 2021 | $6,452,000 | +6.5% | 57,548 | -1.8% | 1.24% | +2.2% |
| Q3 2021 | $6,058,000 | -1.5% | 58,621 | -0.2% | 1.22% | +3.3% |
| Q2 2021 | $6,151,000 | +2.0% | 58,710 | -1.6% | 1.18% | -6.5% |
| Q1 2021 | $6,033,000 | +10.1% | 59,684 | -0.4% | 1.26% | +10.1% |
| Q4 2020 | $5,482,000 | – | 59,911 | – | 1.14% | – |
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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% |