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 | $1,264,120 | -2.1% | 12,235 | +0.5% | 0.91% | -16.2% |
| Q2 2023 | $1,291,402 | +19.6% | 12,175 | +19.0% | 1.09% | +14.7% |
| Q1 2023 | $1,079,687 | +6.2% | 10,234 | +8.8% | 0.95% | -2.0% |
| Q4 2022 | $1,017,000 | +9.8% | 9,402 | -3.6% | 0.97% | -4.5% |
| Q3 2022 | $926,000 | +19.9% | 9,757 | +28.6% | 1.01% | +30.6% |
| Q2 2022 | $772,000 | +0.1% | 7,589 | +10.5% | 0.77% | -0.4% |
| Q1 2022 | $771,000 | -0.3% | 6,869 | -0.4% | 0.78% | +4.6% |
| Q4 2021 | $773,000 | – | 6,899 | – | 0.74% | – |
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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% |