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 | $18,152,742 | +8.9% | 175,694 | +11.8% | 0.14% | +12.3% |
| Q2 2023 | $16,666,751 | +40.6% | 157,130 | +39.9% | 0.12% | +31.2% |
| Q1 2023 | $11,851,947 | +15.2% | 112,341 | +18.2% | 0.09% | +10.7% |
| Q4 2022 | $10,288,000 | +31.2% | 95,072 | +15.0% | 0.08% | +23.5% |
| Q3 2022 | $7,840,000 | +8.4% | 82,636 | +16.2% | 0.07% | +15.3% |
| Q2 2022 | $7,231,000 | +3.4% | 71,104 | +14.2% | 0.06% | +22.9% |
| Q1 2022 | $6,991,000 | +25.8% | 62,280 | +25.6% | 0.05% | +29.7% |
| Q4 2021 | $5,557,000 | +40.1% | 49,572 | +29.2% | 0.04% | +32.1% |
| Q3 2021 | $3,966,000 | +8.7% | 38,375 | +10.2% | 0.03% | 0.0% |
| Q2 2021 | $3,649,000 | +1629.4% | 34,824 | +1571.0% | 0.03% | +1300.0% |
| Q1 2021 | $211,000 | +3.4% | 2,084 | -6.7% | 0.00% | 0.0% |
| Q4 2020 | $204,000 | -76.7% | 2,234 | -79.9% | 0.00% | -81.8% |
| Q2 2020 | $877,000 | +325.7% | 11,134 | +406.3% | 0.01% | +450.0% |
| Q4 2019 | $206,000 | – | 2,199 | – | 0.00% | – |
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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% |