VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,782 | -43.0% | 3,850 | -41.5% | 0.28% | -35.6% |
| Q2 2023 | $697,622 | -1.2% | 6,577 | -1.8% | 0.44% | -9.1% |
| Q1 2023 | $706,428 | +80.4% | 6,696 | +85.1% | 0.48% | +59.6% |
| Q4 2022 | $391,504 | -2.1% | 3,618 | -14.1% | 0.30% | +4.9% |
| Q3 2022 | $400,000 | +66.7% | 4,211 | +78.2% | 0.29% | +88.2% |
| Q2 2022 | $240,000 | -99.8% | 2,363 | +139.4% | 0.15% | +232.6% |
| Q1 2022 | $111,294,000 | – | 987 | – | 0.05% | – |
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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% |