VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,451 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,767,768 | -6.2% | 23,337 | -4.4% | 1.43% | -7.1% |
| Q1 2024 | $2,952,156 | +4.2% | 24,400 | -3.9% | 1.54% | -1.7% |
| Q4 2023 | $2,833,169 | +26.1% | 25,380 | +16.7% | 1.56% | +34.9% |
| Q3 2023 | $2,246,177 | -2.6% | 21,740 | 0.0% | 1.16% | -0.2% |
| Q2 2023 | $2,305,962 | -4.7% | 21,740 | -5.2% | 1.16% | -6.8% |
| Q1 2023 | $2,420,170 | -2.5% | 22,940 | +0.0% | 1.25% | -24.3% |
| Q4 2022 | $2,481,472 | – | 22,932 | – | 1.65% | – |
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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% |