VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,669 | +14.1% | 9,840 | +17.2% | 0.06% | +19.1% |
| Q2 2023 | $890,882 | -2.2% | 8,399 | -2.7% | 0.05% | -6.0% |
| Q1 2023 | $910,571 | -3.3% | 8,631 | -0.8% | 0.05% | -5.7% |
| Q4 2022 | $941,211 | +29.6% | 8,698 | +13.6% | 0.05% | +15.2% |
| Q3 2022 | $726,000 | -6.2% | 7,657 | +0.7% | 0.05% | +2.2% |
| Q2 2022 | $774,000 | -3.0% | 7,607 | +6.9% | 0.04% | +7.1% |
| Q1 2022 | $798,000 | -1.4% | 7,113 | -1.4% | 0.04% | +2.4% |
| Q4 2021 | $809,000 | -7.4% | 7,213 | -14.7% | 0.04% | -18.0% |
| Q3 2021 | $874,000 | +1.4% | 8,452 | +2.7% | 0.05% | 0.0% |
| Q2 2021 | $862,000 | +234.1% | 8,229 | +222.1% | 0.05% | +212.5% |
| Q1 2021 | $258,000 | -14.6% | 2,555 | -34.2% | 0.02% | -36.0% |
| Q1 2017 | $302,000 | – | 3,883 | – | 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% |