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 | $11,464,764 | -3.2% | 110,964 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $11,843,309 | -47.3% | 111,656 | -47.6% | 0.00% | 0.0% |
| Q1 2023 | $22,479,904 | +113.0% | 213,080 | +118.5% | 0.00% | 0.0% |
| Q4 2022 | $10,554,904 | +16.6% | 97,541 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $9,053,000 | -6.3% | 95,407 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $9,665,000 | -10.5% | 95,030 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $10,796,000 | +5.6% | 96,177 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $10,219,000 | +12.2% | 91,153 | +3.4% | 0.00% | 0.0% |
| Q3 2021 | $9,108,000 | +4.0% | 88,132 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $8,754,000 | +7.5% | 83,558 | +3.8% | 0.00% | 0.0% |
| Q1 2021 | $8,140,000 | +45.6% | 80,517 | +31.8% | 0.00% | – |
| Q4 2020 | $5,592,000 | +8.1% | 61,100 | -4.4% | 0.00% | -100.0% |
| Q3 2020 | $5,174,000 | +4.8% | 63,936 | +2.0% | 0.00% | 0.0% |
| Q2 2020 | $4,938,000 | -18.4% | 62,682 | -26.7% | 0.00% | 0.0% |
| Q1 2020 | $6,051,000 | -37.4% | 85,525 | -17.1% | 0.00% | 0.0% |
| Q4 2019 | $9,670,000 | +3.6% | 103,198 | -1.9% | 0.00% | 0.0% |
| Q3 2019 | $9,333,000 | +5.7% | 105,193 | +4.1% | 0.00% | 0.0% |
| Q2 2019 | $8,828,000 | +23.1% | 101,027 | +20.6% | 0.00% | 0.0% |
| Q1 2019 | $7,174,000 | +23.1% | 83,753 | +12.0% | 0.00% | 0.0% |
| Q4 2018 | $5,829,000 | +0.2% | 74,749 | +11.9% | 0.00% | 0.0% |
| Q3 2018 | $5,817,000 | +8.0% | 66,793 | +3.0% | 0.00% | 0.0% |
| Q2 2018 | $5,387,000 | +13.8% | 64,870 | +13.0% | 0.00% | 0.0% |
| Q1 2018 | $4,734,000 | +25.4% | 57,394 | +30.2% | 0.00% | – |
| Q4 2017 | $3,774,000 | +17.7% | 44,070 | +11.4% | 0.00% | – |
| Q3 2017 | $3,206,000 | +9.4% | 39,549 | +5.5% | 0.00% | – |
| Q2 2017 | $2,930,000 | +6.2% | 37,484 | +5.5% | 0.00% | – |
| Q1 2017 | $2,758,000 | +8.7% | 35,517 | +6.1% | 0.00% | – |
| Q4 2016 | $2,537,000 | +25.0% | 33,480 | +19.0% | 0.00% | – |
| Q3 2016 | $2,029,000 | -6.8% | 28,123 | -7.7% | 0.00% | – |
| Q2 2016 | $2,178,000 | +13.3% | 30,479 | +9.4% | 0.00% | – |
| Q1 2016 | $1,923,000 | -11.1% | 27,860 | -14.0% | 0.00% | – |
| Q4 2015 | $2,162,000 | +8.4% | 32,392 | +1.8% | 0.00% | – |
| Q3 2015 | $1,994,000 | -12.8% | 31,822 | -6.3% | 0.00% | – |
| Q2 2015 | $2,287,000 | +31.7% | 33,977 | +33.6% | 0.00% | – |
| Q1 2015 | $1,737,000 | +50.5% | 25,428 | +51.5% | 0.00% | – |
| Q4 2014 | $1,154,000 | +0.4% | 16,784 | -3.0% | 0.00% | – |
| Q3 2014 | $1,149,000 | -0.5% | 17,306 | -0.6% | 0.00% | – |
| Q2 2014 | $1,155,000 | +15.8% | 17,410 | +10.2% | 0.00% | – |
| Q1 2014 | $997,000 | +4.6% | 15,794 | +3.3% | 0.00% | – |
| Q4 2013 | $953,000 | +21.7% | 15,295 | +12.3% | 0.00% | – |
| Q3 2013 | $783,000 | +69.8% | 13,625 | +67.0% | 0.00% | – |
| Q2 2013 | $461,000 | – | 8,160 | – | 0.00% | – |
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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% |