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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $490,031 | +0.5% | 5,634 | +21.9% | 0.20% | -7.3% |
Q1 2023 | $487,474 | -1.7% | 4,621 | -17.2% | 0.22% | -12.0% |
Q4 2022 | $496,075 | -6.8% | 5,583 | -0.3% | 0.25% | -15.3% |
Q3 2022 | $532,000 | -20.7% | 5,600 | -15.2% | 0.29% | -27.9% |
Q2 2022 | $671,000 | -9.0% | 6,600 | +0.5% | 0.41% | -4.2% |
Q1 2022 | $737,000 | +5.7% | 6,569 | +5.6% | 0.43% | +1.2% |
Q4 2021 | $697,000 | +14.1% | 6,219 | +5.3% | 0.42% | +0.5% |
Q3 2021 | $611,000 | – | 5,907 | – | 0.42% | – |
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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% |