VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,051,956 | -3.1% | 8,870 | -1.1% | 0.32% | -18.5% |
| Q1 2024 | $1,085,574 | -26.3% | 8,972 | -32.0% | 0.39% | -34.2% |
| Q4 2023 | $1,471,968 | -93.3% | 13,186 | -93.8% | 0.59% | -85.1% |
| Q3 2023 | $22,132,120 | +4.9% | 214,210 | +7.7% | 3.99% | +5.8% |
| Q2 2023 | $21,093,624 | +11.7% | 198,865 | +11.1% | 3.77% | +29.8% |
| Q1 2023 | $18,878,047 | +29.3% | 178,938 | +32.6% | 2.90% | +15.7% |
| Q4 2022 | $14,597,256 | – | 134,898 | – | 2.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 15,133,322 | $1,610,342,444 | 37.26% |
| HARVEST VOLATILITY MANAGEMENT LLC | 8,738 | $1,036,327 | 24.83% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 17,468 | $2,071,704 | 18.87% |
| Operose Advisors LLC | 438,803 | $52,042,067 | 18.43% |
| Ariston Services Group | 144,073 | $17,087,058 | 16.46% |
| Benchmark Wealth Management, LLC | 242,905 | $28,808,575 | 15.35% |
| MARINO, STRAM & ASSOCIATES LLC | 529,423 | $62,789,542 | 15.34% |
| ACT WEALTH MANAGEMENT, LLC | 236,726 | $28,075,646 | 13.81% |
| CVS HEALTH Corp | 252,032 | $29,890,995 | 13.78% |
| Piedmont Capital Management, LLC | 166,031 | $19,911,537 | 13.51% |