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 | $2,617,772 | -2.5% | 25,337 | +0.1% | 1.72% | -1.4% |
| Q2 2023 | $2,685,186 | +0.6% | 25,315 | +0.1% | 1.74% | +5.4% |
| Q1 2023 | $2,669,105 | -21.4% | 25,300 | -19.4% | 1.65% | -26.0% |
| Q4 2022 | $3,396,471 | +32.7% | 31,388 | +16.4% | 2.24% | +22.8% |
| Q3 2022 | $2,559,000 | -7.2% | 26,972 | -0.6% | 1.82% | -13.9% |
| Q2 2022 | $2,759,000 | -13.9% | 27,134 | -5.0% | 2.11% | -4.7% |
| Q1 2022 | $3,204,000 | +3.5% | 28,548 | +3.4% | 2.22% | +6.0% |
| Q4 2021 | $3,095,000 | +2.7% | 27,608 | -5.4% | 2.09% | -20.9% |
| Q3 2021 | $3,015,000 | -9.1% | 29,177 | -7.9% | 2.64% | -22.3% |
| Q2 2021 | $3,317,000 | – | 31,664 | – | 3.40% | – |
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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% |