VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,679 | -1.9% | 7,353 | +0.8% | 0.47% | -0.2% |
| Q2 2023 | $774,065 | -1.4% | 7,298 | -1.9% | 0.47% | -15.5% |
| Q1 2023 | $785,203 | -5.7% | 7,443 | -3.3% | 0.56% | -23.6% |
| Q4 2022 | $832,750 | +11.8% | 7,696 | -1.9% | 0.73% | +22.6% |
| Q3 2022 | $745,000 | -6.6% | 7,848 | 0.0% | 0.59% | -12.2% |
| Q2 2022 | $798,000 | -9.6% | 7,848 | -0.2% | 0.67% | +22.5% |
| Q1 2022 | $883,000 | -4.7% | 7,865 | -4.9% | 0.55% | +10.7% |
| Q4 2021 | $927,000 | +8.4% | 8,271 | +0.0% | 0.50% | +3.5% |
| Q3 2021 | $855,000 | -2.6% | 8,270 | -1.3% | 0.48% | -0.8% |
| Q2 2021 | $878,000 | -4.0% | 8,383 | -7.4% | 0.48% | -17.5% |
| Q1 2021 | $915,000 | +10.0% | 9,049 | -0.5% | 0.59% | +10.3% |
| Q4 2020 | $832,000 | – | 9,097 | – | 0.53% | – |
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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% |