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 | $8,061,336 | +2.5% | 78,023 | +5.3% | 0.31% | +5.1% |
| Q2 2023 | $7,861,378 | +0.8% | 74,115 | +0.2% | 0.30% | -5.1% |
| Q1 2023 | $7,801,619 | +10.5% | 73,949 | +13.3% | 0.31% | +6.5% |
| Q4 2022 | $7,061,892 | +34.1% | 65,261 | +17.6% | 0.29% | +21.0% |
| Q3 2022 | $5,265,000 | +9.2% | 55,492 | +17.0% | 0.24% | +15.2% |
| Q2 2022 | $4,823,000 | +14.4% | 47,425 | +26.3% | 0.21% | +30.2% |
| Q1 2022 | $4,215,000 | +47.6% | 37,551 | +47.4% | 0.16% | +54.3% |
| Q4 2021 | $2,856,000 | +31.8% | 25,477 | +21.5% | 0.10% | +22.1% |
| Q3 2021 | $2,167,000 | +5.7% | 20,965 | +7.1% | 0.09% | +6.2% |
| Q2 2021 | $2,050,000 | +604.5% | 19,571 | +375.0% | 0.08% | +350.0% |
| Q1 2021 | $291,000 | -84.3% | 4,120 | -79.7% | 0.02% | -75.0% |
| Q4 2020 | $1,857,000 | +22.5% | 20,299 | +8.4% | 0.07% | +10.8% |
| Q3 2020 | $1,516,000 | +40.9% | 18,729 | +37.1% | 0.06% | +32.7% |
| Q2 2020 | $1,076,000 | +29.0% | 13,665 | +15.9% | 0.05% | +11.4% |
| Q1 2020 | $834,000 | – | 11,788 | – | 0.04% | – |
Download | ||||||
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% |