VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $254,516 | +1.3% | 2,146 | +3.4% | 0.10% | -1.0% |
| Q1 2024 | $251,175 | +8.8% | 2,076 | +0.4% | 0.10% | -5.5% |
| Q4 2023 | $230,851 | +13.5% | 2,068 | +5.1% | 0.11% | -3.5% |
| Q3 2023 | $203,334 | -1.3% | 1,968 | +1.3% | 0.11% | +3.6% |
| Q2 2023 | $206,094 | +0.5% | 1,943 | 0.0% | 0.11% | -2.7% |
| Q1 2023 | $204,987 | -1.5% | 1,943 | +1.0% | 0.11% | -4.2% |
| Q4 2022 | $208,088 | +21.7% | 1,923 | +25.7% | 0.12% | +45.7% |
| Q4 2021 | $171,000 | – | 1,530 | – | 0.08% | – |
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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% |
| Piedmont Capital Management, 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% |