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 | $3,869,932 | +0.2% | 37,456 | +2.9% | 3.97% | +7.0% |
| Q2 2023 | $3,862,355 | -4.8% | 36,413 | -2.9% | 3.71% | -8.6% |
| Q1 2023 | $4,056,199 | -0.3% | 37,485 | -0.3% | 4.06% | +0.0% |
| Q4 2022 | $4,069,184 | +14.9% | 37,605 | +0.8% | 4.06% | +6.6% |
| Q3 2022 | $3,541,000 | -3.9% | 37,320 | +3.0% | 3.81% | -0.7% |
| Q2 2022 | $3,683,000 | -9.9% | 36,218 | -0.6% | 3.83% | +6.5% |
| Q1 2022 | $4,088,000 | -15.2% | 36,421 | -15.3% | 3.60% | -17.6% |
| Q4 2021 | $4,821,000 | – | 43,001 | – | 4.37% | – |
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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% |