VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,115,153 | -2.9% | 20,472 | -0.4% | 0.08% | +1.2% |
| Q2 2023 | $2,179,387 | +2.2% | 20,547 | +1.6% | 0.08% | -3.6% |
| Q1 2023 | $2,132,570 | +140756.7% | 20,214 | +44.5% | 0.08% | -2.4% |
| Q4 2022 | $1,514 | -99.9% | 13,988 | +10.5% | 0.08% | +16.4% |
| Q3 2022 | $1,201,000 | -14.0% | 12,659 | -7.8% | 0.07% | +25.9% |
| Q2 2022 | $1,396,000 | +0.4% | 13,725 | +10.4% | 0.06% | +56.8% |
| Q1 2022 | $1,391,000 | -63.1% | 12,436 | -63.0% | 0.04% | -56.0% |
| Q4 2021 | $3,773,000 | +207.5% | 33,653 | +177.7% | 0.08% | +154.5% |
| Q3 2021 | $1,227,000 | -0.1% | 12,118 | +3.4% | 0.03% | 0.0% |
| Q2 2021 | $1,228,000 | -77.8% | 11,721 | -78.5% | 0.03% | -77.6% |
| Q1 2021 | $5,536,000 | – | 54,564 | – | 0.15% | – |
Download | ||||||
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% |