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 | $327,008 | +78887.4% | 3,165 | -18.8% | 0.18% | -16.0% |
| Q2 2023 | $414 | +0.5% | 3,899 | -0.2% | 0.21% | -10.1% |
| Q1 2023 | $412 | -1.2% | 3,908 | +1.5% | 0.24% | -22.3% |
| Q4 2022 | $417 | -99.9% | 3,849 | +21.2% | 0.30% | +28.7% |
| Q3 2022 | $301,000 | -24.8% | 3,175 | -17.0% | 0.24% | -12.5% |
| Q2 2022 | $400,000 | -4.1% | 3,824 | +2.8% | 0.27% | -2.9% |
| Q1 2022 | $417,000 | +17.5% | 3,719 | +17.1% | 0.28% | +15.8% |
| Q4 2021 | $355,000 | +6.6% | 3,175 | -1.4% | 0.24% | -4.7% |
| Q3 2021 | $333,000 | -1.2% | 3,221 | 0.0% | 0.25% | -16.5% |
| Q2 2021 | $337,000 | +3.7% | 3,221 | 0.0% | 0.30% | +1.3% |
| Q1 2021 | $325,000 | – | 3,221 | – | 0.30% | – |
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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% |