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 | $544,578 | +4.3% | 5,271 | +7.1% | 0.22% | +11.0% |
| Q2 2023 | $521,977 | -4.3% | 4,921 | -4.8% | 0.20% | -9.9% |
| Q1 2023 | $545,325 | -9.5% | 5,169 | -7.2% | 0.22% | -14.3% |
| Q4 2022 | $602,551 | +15.0% | 5,568 | +0.8% | 0.26% | +4.4% |
| Q3 2022 | $524,000 | -6.3% | 5,524 | +0.6% | 0.25% | -2.4% |
| Q2 2022 | $559,000 | -8.8% | 5,492 | +0.6% | 0.25% | +4.1% |
| Q1 2022 | $613,000 | +0.7% | 5,460 | +0.4% | 0.24% | +3.4% |
| Q4 2021 | $609,000 | +9.1% | 5,436 | +0.6% | 0.24% | +0.4% |
| Q3 2021 | $558,000 | -1.2% | 5,403 | +0.3% | 0.24% | -2.1% |
| Q2 2021 | $565,000 | +4.1% | 5,389 | +0.2% | 0.24% | -2.8% |
| Q1 2021 | $543,000 | +10.6% | 5,376 | +0.2% | 0.25% | +2.9% |
| Q4 2020 | $491,000 | +13.4% | 5,363 | +0.3% | 0.24% | -6.2% |
| Q3 2020 | $433,000 | -3.3% | 5,346 | -6.0% | 0.26% | -13.8% |
| Q2 2020 | $448,000 | +11.7% | 5,689 | +0.4% | 0.30% | -8.3% |
| Q1 2020 | $401,000 | -24.2% | 5,665 | +0.3% | 0.32% | -9.2% |
| Q4 2019 | $529,000 | +6.0% | 5,647 | +0.3% | 0.36% | -6.1% |
| Q3 2019 | $499,000 | +1.8% | 5,629 | +0.3% | 0.38% | +1.6% |
| Q2 2019 | $490,000 | +2.3% | 5,610 | +0.3% | 0.37% | -4.6% |
| Q1 2019 | $479,000 | +10.1% | 5,595 | +0.3% | 0.39% | -4.9% |
| Q4 2018 | $435,000 | – | 5,579 | – | 0.41% | – |
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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% |