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 | $3,002,434 | -13.9% | 29,056 | -11.6% | 2.39% | -9.5% |
| Q2 2023 | $3,488,722 | +9.0% | 32,885 | +8.4% | 2.64% | +12.5% |
| Q1 2023 | $3,201,561 | -0.9% | 30,347 | +1.7% | 2.35% | -6.2% |
| Q4 2022 | $3,230,031 | +34.0% | 29,850 | +17.5% | 2.50% | +14.7% |
| Q3 2022 | $2,410,000 | -0.7% | 25,400 | +6.5% | 2.18% | +3.1% |
| Q2 2022 | $2,426,000 | +4.3% | 23,851 | +15.1% | 2.12% | +18.3% |
| Q1 2022 | $2,325,000 | +15.3% | 20,714 | +15.1% | 1.79% | +15.2% |
| Q4 2021 | $2,017,000 | – | 17,990 | – | 1.55% | – |
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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% |