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 | $336,843 | -8.0% | 3,360 | -1.4% | 0.16% | +14.8% |
| Q2 2023 | $366,060 | +1.6% | 3,409 | -0.4% | 0.14% | -6.6% |
| Q1 2023 | $360,423 | -3.0% | 3,422 | +0.3% | 0.15% | -12.6% |
| Q4 2022 | $371,508 | +8.6% | 3,412 | -5.4% | 0.17% | -25.0% |
| Q3 2022 | $342,000 | -8.1% | 3,608 | -1.3% | 0.23% | -14.7% |
| Q2 2022 | $372,000 | -10.6% | 3,656 | -1.3% | 0.27% | -16.3% |
| Q1 2022 | $416,000 | – | 3,703 | – | 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% |