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 | $1,306,482 | -1.7% | 12,645 | +0.9% | 0.03% | +3.3% |
| Q2 2023 | $1,329,164 | -2.0% | 12,531 | -2.5% | 0.03% | -9.1% |
| Q1 2023 | $1,356,308 | -5.4% | 12,856 | -3.0% | 0.03% | -8.3% |
| Q4 2022 | $1,434,432 | +14.0% | 13,256 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $1,258,000 | -7.3% | 13,256 | -0.6% | 0.04% | 0.0% |
| Q2 2022 | $1,357,000 | -8.0% | 13,341 | +1.5% | 0.04% | +2.9% |
| Q1 2022 | $1,475,000 | +5.4% | 13,141 | +5.3% | 0.03% | +13.3% |
| Q4 2021 | $1,399,000 | +4.3% | 12,478 | -3.8% | 0.03% | -9.1% |
| Q3 2021 | $1,341,000 | -6.7% | 12,974 | -5.5% | 0.03% | -5.7% |
| Q2 2021 | $1,438,000 | -33.5% | 13,723 | -35.9% | 0.04% | -39.7% |
| Q1 2021 | $2,163,000 | +11.6% | 21,399 | +1.0% | 0.06% | +7.4% |
| Q4 2020 | $1,938,000 | +8.4% | 21,179 | -4.1% | 0.05% | -1.8% |
| Q3 2020 | $1,788,000 | +66.5% | 22,090 | +62.0% | 0.06% | +52.8% |
| Q2 2020 | $1,074,000 | +11.3% | 13,636 | 0.0% | 0.04% | -5.3% |
| Q1 2020 | $965,000 | -24.7% | 13,636 | -0.3% | 0.04% | -7.3% |
| Q4 2019 | $1,281,000 | -7.6% | 13,671 | -12.5% | 0.04% | -16.3% |
| Q3 2019 | $1,386,000 | +4.4% | 15,621 | +2.9% | 0.05% | +2.1% |
| Q2 2019 | $1,327,000 | -25.5% | 15,181 | -27.0% | 0.05% | -29.4% |
| Q1 2019 | $1,781,000 | +19.9% | 20,791 | +21.9% | 0.07% | +1.5% |
| Q3 2018 | $1,486,000 | -24.6% | 17,055 | -28.2% | 0.07% | -20.2% |
| Q2 2018 | $1,972,000 | -17.4% | 23,743 | -18.0% | 0.08% | -15.2% |
| Q1 2018 | $2,388,000 | -45.0% | 28,945 | -42.9% | 0.10% | -43.4% |
| Q4 2017 | $4,344,000 | +39.3% | 50,727 | +31.8% | 0.18% | +30.6% |
| Q3 2017 | $3,119,000 | -5.9% | 38,476 | -9.2% | 0.13% | -10.1% |
| Q2 2017 | $3,313,000 | -14.0% | 42,390 | -14.5% | 0.15% | -15.3% |
| Q1 2017 | $3,852,000 | -55.9% | 49,607 | -57.0% | 0.18% | -57.7% |
| Q4 2016 | $8,733,000 | +4.2% | 115,252 | -0.7% | 0.42% | +1.7% |
| Q3 2016 | $8,377,000 | +0.1% | 116,114 | -0.9% | 0.41% | -2.2% |
| Q2 2016 | $8,369,000 | +7.9% | 117,112 | +4.3% | 0.42% | +3.7% |
| Q1 2016 | $7,753,000 | +6.9% | 112,297 | +3.3% | 0.40% | +8.0% |
| Q4 2015 | $7,255,000 | +2.9% | 108,687 | -3.4% | 0.37% | -2.4% |
| Q3 2015 | $7,051,000 | -6.5% | 112,549 | +0.5% | 0.38% | +1.9% |
| Q2 2015 | $7,542,000 | -2.0% | 112,028 | -0.5% | 0.38% | -2.3% |
| Q1 2015 | $7,693,000 | -4.8% | 112,631 | -4.2% | 0.38% | -4.0% |
| Q4 2014 | $8,083,000 | +2.0% | 117,572 | -1.5% | 0.40% | -1.5% |
| Q3 2014 | $7,924,000 | -3.4% | 119,326 | -3.5% | 0.41% | -3.6% |
| Q2 2014 | $8,204,000 | -6.3% | 123,715 | -10.8% | 0.42% | -9.1% |
| Q1 2014 | $8,751,000 | -18.8% | 138,648 | -19.8% | 0.46% | -19.8% |
| Q4 2013 | $10,775,000 | +5.1% | 172,888 | -3.0% | 0.58% | -2.9% |
| Q3 2013 | $10,252,000 | -7.0% | 178,321 | -8.9% | 0.59% | -10.3% |
| Q2 2013 | $11,029,000 | – | 195,653 | – | 0.66% | – |
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% |