VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,801 | -12.0% | 10,151 | -9.7% | 0.02% | -10.0% |
| Q2 2023 | $1,192,121 | +0.5% | 11,239 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $1,185,715 | -3.0% | 11,239 | -0.5% | 0.02% | -4.3% |
| Q4 2022 | $1,221,907 | +14.1% | 11,292 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $1,071,000 | -15.9% | 11,292 | -9.8% | 0.02% | -17.2% |
| Q2 2022 | $1,273,000 | -9.4% | 12,516 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $1,405,000 | +0.5% | 12,516 | +0.4% | 0.03% | 0.0% |
| Q4 2021 | $1,398,000 | +21.4% | 12,466 | +11.9% | 0.03% | +17.4% |
| Q3 2021 | $1,152,000 | +9.2% | 11,142 | +10.6% | 0.02% | +9.5% |
| Q2 2021 | $1,055,000 | +21.1% | 10,072 | +17.0% | 0.02% | +10.5% |
| Q1 2021 | $871,000 | +2.2% | 8,612 | -7.5% | 0.02% | -5.0% |
| Q4 2020 | $852,000 | +34.4% | 9,312 | +19.0% | 0.02% | +25.0% |
| Q3 2020 | $634,000 | +45.1% | 7,828 | +41.0% | 0.02% | +33.3% |
| Q2 2020 | $437,000 | -14.3% | 5,550 | -23.0% | 0.01% | -33.3% |
| Q1 2020 | $510,000 | -6.2% | 7,210 | +24.3% | 0.02% | +20.0% |
| Q4 2019 | $544,000 | +11.5% | 5,800 | +5.4% | 0.02% | +7.1% |
| Q3 2019 | $488,000 | +1.5% | 5,502 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $481,000 | +345.4% | 5,502 | +336.7% | 0.02% | +400.0% |
| Q1 2019 | $108,000 | – | 1,260 | – | 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% |