VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,783,507 | -2.9% | 191,478 | -0.3% | 0.67% | +1.2% |
| Q2 2023 | $20,367,986 | +1.5% | 192,024 | +0.9% | 0.67% | -2.1% |
| Q1 2023 | $20,072,008 | +97393.7% | 190,256 | -0.0% | 0.68% | -8.2% |
| Q4 2022 | $20,588 | -99.9% | 190,258 | -0.7% | 0.74% | +5.1% |
| Q3 2022 | $18,174,000 | -5.8% | 191,546 | +0.9% | 0.70% | +0.7% |
| Q2 2022 | $19,303,000 | -8.5% | 189,803 | +1.0% | 0.70% | +7.0% |
| Q1 2022 | $21,087,000 | +2.4% | 187,856 | +2.3% | 0.65% | +8.1% |
| Q4 2021 | $20,584,000 | +7.5% | 183,608 | -0.9% | 0.60% | -22.8% |
| Q3 2021 | $19,142,000 | +2.3% | 185,213 | +3.7% | 0.78% | +1.0% |
| Q2 2021 | $18,707,000 | +4.9% | 178,557 | +1.2% | 0.78% | +0.5% |
| Q1 2021 | $17,835,000 | +9.8% | 176,427 | -0.6% | 0.77% | +3.9% |
| Q4 2020 | $16,247,000 | +15.1% | 177,545 | +1.8% | 0.74% | +2.8% |
| Q3 2020 | $14,110,000 | +4.4% | 174,342 | +1.6% | 0.72% | +1.5% |
| Q2 2020 | $13,519,000 | +28.9% | 171,609 | +15.8% | 0.71% | +11.8% |
| Q1 2020 | $10,486,000 | -24.9% | 148,201 | -0.5% | 0.64% | -4.8% |
| Q4 2019 | $13,962,000 | +5.4% | 148,995 | -0.2% | 0.67% | -2.2% |
| Q3 2019 | $13,249,000 | +9.5% | 149,314 | +7.8% | 0.68% | +5.9% |
| Q2 2019 | $12,102,000 | +7.6% | 138,501 | +5.5% | 0.65% | +7.0% |
| Q1 2019 | $11,247,000 | +16.9% | 131,294 | +6.5% | 0.60% | +4.7% |
| Q4 2018 | $9,619,000 | -3.9% | 123,332 | +7.3% | 0.58% | +10.3% |
| Q3 2018 | $10,013,000 | +12.8% | 114,964 | +7.6% | 0.52% | -53.6% |
| Q2 2018 | $8,873,000 | +12.8% | 106,844 | +12.0% | 1.13% | +11.5% |
| Q1 2018 | $7,867,000 | +29.9% | 95,361 | +34.9% | 1.01% | +31.7% |
| Q4 2017 | $6,054,000 | +16.5% | 70,698 | +10.3% | 0.77% | +12.0% |
| Q3 2017 | $5,196,000 | +7.0% | 64,089 | +3.1% | 0.68% | -1.2% |
| Q2 2017 | $4,857,000 | +21.2% | 62,149 | +20.4% | 0.69% | +16.1% |
| Q1 2017 | $4,007,000 | – | 51,610 | – | 0.60% | – |
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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% |