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 | $1,133,420 | -2.6% | 10,970 | 0.0% | 1.99% | -0.5% |
| Q2 2023 | $1,163,588 | -19.4% | 10,970 | -19.8% | 2.00% | -31.3% |
| Q1 2023 | $1,443,662 | -37.1% | 13,684 | -35.4% | 2.91% | +8.3% |
| Q4 2022 | $2,293,511 | +14.0% | 21,195 | -0.1% | 2.69% | +2.8% |
| Q3 2022 | $2,012,000 | -2.7% | 21,208 | +4.3% | 2.62% | +4.5% |
| Q2 2022 | $2,068,000 | +61.4% | 20,335 | +78.2% | 2.50% | +83.7% |
| Q1 2022 | $1,281,000 | +26.0% | 11,410 | +25.7% | 1.36% | +25.4% |
| Q4 2021 | $1,017,000 | – | 9,075 | – | 1.09% | – |
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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% |