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 | $2,774,353 | -7.0% | 26,852 | -4.5% | 0.68% | -16.7% |
| Q2 2023 | $2,982,658 | -8.1% | 28,120 | -8.6% | 0.82% | -24.1% |
| Q1 2023 | $3,244,428 | -10.1% | 30,752 | -7.7% | 1.07% | -21.5% |
| Q4 2022 | $3,607,038 | +43.1% | 33,333 | +25.4% | 1.37% | +45.7% |
| Q3 2022 | $2,521,000 | +8.9% | 26,575 | +16.8% | 0.94% | +15.4% |
| Q2 2022 | $2,315,000 | +14.8% | 22,760 | +26.7% | 0.81% | +37.3% |
| Q1 2022 | $2,016,000 | +178.5% | 17,963 | +178.0% | 0.59% | +183.7% |
| Q4 2021 | $724,000 | +16.6% | 6,461 | +8.9% | 0.21% | -7.5% |
| Q2 2021 | $621,000 | +61.7% | 5,932 | +56.2% | 0.23% | +37.0% |
| Q1 2021 | $384,000 | – | 3,797 | – | 0.16% | – |
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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% |