VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,330 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,220 | -95.3% | 253 | -95.7% | 0.02% | -95.9% |
| Q3 2023 | $601,033 | -12.7% | 5,817 | -10.3% | 0.37% | -8.9% |
| Q2 2023 | $688,190 | -1.5% | 6,488 | -2.1% | 0.40% | -13.1% |
| Q1 2023 | $698,895 | -1.9% | 6,625 | +0.6% | 0.46% | -20.0% |
| Q4 2022 | $712,415 | +35.2% | 6,584 | +18.5% | 0.58% | -15.6% |
| Q3 2022 | $527,000 | -6.7% | 5,557 | +0.1% | 0.69% | -7.3% |
| Q2 2022 | $565,000 | -9.3% | 5,554 | 0.0% | 0.74% | +4.1% |
| Q1 2022 | $623,000 | 0.0% | 5,554 | 0.0% | 0.71% | +1.3% |
| Q4 2021 | $623,000 | – | 5,554 | – | 0.70% | – |
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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% |