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 | $3,203,437 | -13.2% | 31,005 | -10.9% | 2.08% | -14.2% |
| Q2 2023 | $3,691,660 | +0.6% | 34,804 | +0.0% | 2.42% | -1.3% |
| Q1 2023 | $3,670,240 | -3.7% | 34,789 | -1.2% | 2.46% | -12.1% |
| Q4 2022 | $3,811,048 | +14.8% | 35,219 | +0.6% | 2.79% | +4.6% |
| Q3 2022 | $3,321,000 | -4.9% | 35,006 | +2.0% | 2.67% | -1.3% |
| Q2 2022 | $3,492,000 | -1.1% | 34,336 | +10.9% | 2.71% | +27.3% |
| Q1 2022 | $3,532,000 | +2.4% | 30,962 | +0.7% | 2.12% | +8.5% |
| Q4 2021 | $3,449,000 | +10.2% | 30,762 | +1.6% | 1.96% | +3.5% |
| Q3 2021 | $3,129,000 | +9.8% | 30,275 | +11.2% | 1.89% | +6.7% |
| Q2 2021 | $2,851,000 | +7.4% | 27,215 | +3.7% | 1.77% | -4.3% |
| Q1 2021 | $2,654,000 | +10.4% | 26,255 | 0.0% | 1.85% | +4.2% |
| Q4 2020 | $2,403,000 | – | 26,255 | – | 1.78% | – |
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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% |