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 | $5,435,564 | -1.8% | 52,609 | +0.8% | 0.21% | +4.0% |
| Q2 2023 | $5,537,491 | +104618.1% | 52,206 | +4.1% | 0.20% | -0.5% |
| Q1 2023 | $5,288 | -1.4% | 50,126 | +1.2% | 0.20% | -3.3% |
| Q4 2022 | $5,361 | -99.9% | 49,536 | +1.0% | 0.21% | +5.5% |
| Q3 2022 | $4,653,000 | -3.1% | 49,041 | +3.9% | 0.20% | +0.5% |
| Q2 2022 | $4,802,000 | +1386.7% | 47,215 | +1539.4% | 0.20% | +1000.0% |
| Q1 2022 | $323,000 | -10.8% | 2,880 | -10.8% | 0.02% | -5.3% |
| Q4 2021 | $362,000 | +53.4% | 3,230 | +41.6% | 0.02% | +26.7% |
| Q3 2021 | $236,000 | – | 2,281 | – | 0.02% | – |
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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% |