VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,859 | +3.0% | 3,271 | -0.1% | 0.15% | -3.9% |
| Q1 2024 | $386,143 | +19.5% | 3,274 | +14.8% | 0.15% | +19.5% |
| Q4 2023 | $323,083 | -0.4% | 2,851 | -10.2% | 0.13% | -15.2% |
| Q3 2023 | $324,390 | -5.1% | 3,174 | -1.6% | 0.15% | +1.3% |
| Q2 2023 | $341,977 | -2.5% | 3,224 | -1.8% | 0.15% | -5.7% |
| Q1 2023 | $350,870 | -2.5% | 3,284 | +0.4% | 0.16% | -3.7% |
| Q4 2022 | $359,686 | +10.7% | 3,271 | -2.8% | 0.16% | -1.2% |
| Q3 2022 | $325,000 | -16.9% | 3,366 | -11.0% | 0.17% | -11.2% |
| Q2 2022 | $391,000 | -7.1% | 3,782 | -0.5% | 0.19% | -1.6% |
| Q1 2022 | $421,000 | -3.9% | 3,801 | -0.5% | 0.19% | +3.3% |
| Q4 2021 | $438,000 | +5.8% | 3,822 | +0.3% | 0.18% | +3.4% |
| Q3 2021 | $414,000 | – | 3,811 | – | 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% |
| Piedmont Capital Management, 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% |