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 | $4,183,825 | +4.4% | 40,494 | +7.1% | 0.37% | +10.0% |
| Q2 2023 | $4,008,797 | -0.5% | 37,794 | -1.1% | 0.34% | -5.6% |
| Q1 2023 | $4,030,514 | -4.9% | 38,204 | -2.5% | 0.36% | -7.5% |
| Q4 2022 | $4,239,973 | +14.3% | 39,183 | +0.3% | 0.39% | +4.6% |
| Q3 2022 | $3,708,000 | +21.1% | 39,082 | +29.8% | 0.37% | +22.4% |
| Q2 2022 | $3,062,000 | -33.0% | 30,110 | -26.1% | 0.30% | -19.0% |
| Q1 2022 | $4,573,000 | -2.2% | 40,740 | -2.4% | 0.37% | +3.6% |
| Q4 2021 | $4,678,000 | +5.0% | 41,726 | -3.2% | 0.36% | +27.1% |
| Q3 2021 | $4,455,000 | -7.2% | 43,104 | -6.0% | 0.28% | -9.0% |
| Q2 2021 | $4,802,000 | +2.4% | 45,834 | -1.2% | 0.31% | 0.0% |
| Q1 2021 | $4,689,000 | +1.8% | 46,389 | -7.9% | 0.31% | -1.6% |
| Q4 2020 | $4,608,000 | -8.4% | 50,351 | -19.0% | 0.32% | -17.2% |
| Q3 2020 | $5,030,000 | -0.6% | 62,155 | -3.2% | 0.38% | -10.3% |
| Q2 2020 | $5,059,000 | +12.7% | 64,224 | +1.2% | 0.43% | -26.5% |
| Q1 2020 | $4,489,000 | -23.6% | 63,452 | +1.2% | 0.58% | -3.3% |
| Q4 2019 | $5,874,000 | -6.9% | 62,680 | -11.8% | 0.60% | -10.3% |
| Q3 2019 | $6,306,000 | – | 71,072 | – | 0.67% | – |
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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% |