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 | $905,209 | +7.8% | 8,761 | +10.7% | 0.74% | +13.1% |
| Q2 2023 | $839,445 | +0.5% | 7,914 | 0.0% | 0.66% | -4.5% |
| Q1 2023 | $834,915 | -14.7% | 7,914 | -12.5% | 0.69% | -15.6% |
| Q4 2022 | $978,936 | +18.1% | 9,047 | +3.6% | 0.82% | +5.8% |
| Q3 2022 | $829,000 | -4.6% | 8,736 | +2.2% | 0.77% | +2.5% |
| Q2 2022 | $869,000 | +104.5% | 8,546 | +125.5% | 0.75% | +134.3% |
| Q1 2022 | $425,000 | – | 3,790 | – | 0.32% | – |
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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% |