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 | $5,566 | +13.9% | 53,758 | +16.2% | 0.01% | +18.2% |
| Q2 2023 | $4,888 | +67.3% | 46,245 | +66.7% | 0.01% | +57.1% |
| Q1 2023 | $2,922 | -34.7% | 27,742 | -32.9% | 0.01% | -41.7% |
| Q4 2022 | $4,478 | -100.0% | 41,345 | -76.9% | 0.01% | -74.5% |
| Q3 2022 | $16,988,000 | +7.1% | 178,777 | +14.6% | 0.05% | +11.9% |
| Q2 2022 | $15,866,000 | -13.0% | 156,001 | -4.0% | 0.04% | +16.7% |
| Q1 2022 | $18,242,000 | +220.4% | 162,515 | +199.0% | 0.04% | +227.3% |
| Q4 2021 | $5,694,000 | +9.3% | 54,348 | +7.9% | 0.01% | 0.0% |
| Q3 2021 | $5,208,000 | -8.5% | 50,354 | -7.3% | 0.01% | -8.3% |
| Q2 2021 | $5,694,000 | -40.4% | 54,348 | -42.5% | 0.01% | -42.9% |
| Q1 2021 | $9,553,000 | +37.1% | 94,507 | +24.1% | 0.02% | +31.2% |
| Q4 2020 | $6,968,000 | +116.9% | 76,158 | +91.9% | 0.02% | +77.8% |
| Q3 2020 | $3,212,000 | +205.3% | 39,685 | +177.9% | 0.01% | +200.0% |
| Q2 2020 | $1,052,000 | -56.4% | 14,282 | -58.1% | 0.00% | -66.7% |
| Q1 2020 | $2,411,000 | -30.3% | 34,074 | -7.6% | 0.01% | -10.0% |
| Q4 2019 | $3,457,000 | +22.6% | 36,884 | +16.0% | 0.01% | +11.1% |
| Q3 2019 | $2,820,000 | -36.8% | 31,785 | -37.7% | 0.01% | -35.7% |
| Q2 2019 | $4,459,000 | +5.1% | 51,042 | +3.1% | 0.01% | +7.7% |
| Q1 2019 | $4,241,000 | +117.5% | 49,509 | +98.0% | 0.01% | +85.7% |
| Q4 2018 | $1,950,000 | -10.4% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,177,000 | +4.9% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,076,000 | +0.7% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $2,062,000 | -3.7% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,141,000 | +0.3% | 25,000 | -5.1% | 0.01% | -12.5% |
| Q3 2017 | $2,135,000 | +9.3% | 26,330 | +5.3% | 0.01% | 0.0% |
| Q2 2017 | $1,954,000 | +0.7% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,941,000 | +2.5% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $1,894,000 | +5.0% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $1,804,000 | +0.4% | 25,000 | -0.6% | 0.01% | -11.1% |
| Q2 2016 | $1,797,000 | +3.5% | 25,148 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $1,736,000 | +4.0% | 25,148 | +0.6% | 0.01% | 0.0% |
| Q4 2015 | $1,669,000 | +6.6% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $1,566,000 | -7.0% | 25,000 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $1,683,000 | -1.5% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $1,708,000 | -0.6% | 25,000 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $1,719,000 | +3.6% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,660,000 | +0.1% | 25,000 | 0.0% | 0.01% | +11.1% |
| Q2 2014 | $1,658,000 | +5.1% | 25,000 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $1,578,000 | +1.3% | 25,000 | 0.0% | 0.01% | +11.1% |
| Q4 2013 | $1,558,000 | +8.4% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $1,437,000 | +2.0% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $1,409,000 | – | 25,000 | – | 0.01% | – |
Download | ||||||
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% |