VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,188,950 | -2.4% | 263,153 | +0.2% | 10.32% | +2.5% |
| Q2 2023 | $27,854,880 | +0.3% | 262,608 | -0.3% | 10.06% | -5.5% |
| Q1 2023 | $27,783,245 | +0.7% | 263,348 | +3.3% | 10.65% | -5.7% |
| Q4 2022 | $27,595,093 | +15.2% | 255,014 | +1.0% | 11.30% | +4.2% |
| Q3 2022 | $23,948,000 | -3.3% | 252,403 | +3.7% | 10.85% | -2.7% |
| Q2 2022 | $24,753,000 | -2.4% | 243,392 | +7.7% | 11.15% | +8.4% |
| Q1 2022 | $25,360,000 | +10.8% | 225,928 | +10.7% | 10.29% | +1.5% |
| Q4 2021 | $22,880,000 | +20.8% | 204,089 | +11.4% | 10.14% | -27.7% |
| Q3 2021 | $18,943,000 | -0.9% | 183,285 | +0.5% | 14.01% | +0.6% |
| Q2 2021 | $19,110,000 | +7.1% | 182,404 | +3.3% | 13.93% | -1.8% |
| Q1 2021 | $17,844,000 | +15.8% | 176,516 | +4.9% | 14.18% | +0.6% |
| Q4 2020 | $15,404,000 | – | 168,338 | – | 14.11% | – |
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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% |