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 | $1,113,790 | -7.4% | 10,780 | -5.0% | 0.50% | -4.6% |
| Q2 2023 | $1,203,046 | -68.2% | 11,342 | -68.4% | 0.52% | -67.6% |
| Q1 2023 | $3,787,978 | -49.1% | 35,905 | -47.8% | 1.62% | -40.7% |
| Q4 2022 | $7,437,923 | +6.9% | 68,736 | -6.3% | 2.73% | -15.3% |
| Q3 2022 | $6,957,000 | -6.7% | 73,327 | 0.0% | 3.22% | -8.6% |
| Q2 2022 | $7,457,000 | -8.3% | 73,327 | +1.2% | 3.52% | +0.9% |
| Q1 2022 | $8,130,000 | +472.5% | 72,424 | +471.9% | 3.49% | +559.7% |
| Q4 2021 | $1,420,000 | – | 12,664 | – | 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% |