VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,055 | -0.9% | 57,089 | -1.4% | 4.36% | -4.4% |
| Q1 2023 | $6,109 | -13.8% | 57,902 | -11.6% | 4.57% | -11.2% |
| Q4 2022 | $7,086 | -99.9% | 65,487 | -5.3% | 5.14% | -0.9% |
| Q3 2022 | $7,371,000 | -5.3% | 69,149 | -8.8% | 5.19% | +2.1% |
| Q2 2022 | $7,785,000 | +6.4% | 75,803 | +7.1% | 5.09% | +6.6% |
| Q1 2022 | $7,318,000 | -7.4% | 70,810 | +0.5% | 4.77% | +4.3% |
| Q4 2021 | $7,902,000 | – | 70,484 | – | 4.58% | – |
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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% |