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 | $433,841 | -4.3% | 4,199 | -1.7% | 0.10% | -1.9% |
| Q2 2023 | $453,131 | +2.3% | 4,272 | +1.7% | 0.11% | -3.6% |
| Q1 2023 | $442,995 | -2.5% | 4,199 | 0.0% | 0.11% | -6.8% |
| Q4 2022 | $454,374 | +14.2% | 4,199 | 0.0% | 0.12% | +3.5% |
| Q3 2022 | $398,000 | -15.5% | 4,199 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $471,000 | 0.0% | 4,199 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $471,000 | +8.5% | 4,199 | 0.0% | 0.11% | +1.9% |
| Q3 2021 | $434,000 | -1.4% | 4,199 | 0.0% | 0.11% | -5.4% |
| Q2 2021 | $440,000 | +3.8% | 4,199 | 0.0% | 0.11% | -6.7% |
| Q1 2021 | $424,000 | +10.4% | 4,199 | 0.0% | 0.12% | +5.3% |
| Q4 2020 | $384,000 | +12.9% | 4,199 | 0.0% | 0.11% | +4.6% |
| Q3 2020 | $340,000 | +2.7% | 4,199 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $331,000 | -71.7% | 4,199 | -84.8% | 0.11% | -76.1% |
| Q2 2018 | $1,169,000 | +200.5% | 27,690 | +487.4% | 0.46% | +180.4% |
| Q1 2018 | $389,000 | -3.0% | 4,714 | +0.6% | 0.16% | -5.2% |
| Q4 2017 | $401,000 | +5.0% | 4,687 | -0.5% | 0.17% | +4.9% |
| Q3 2017 | $382,000 | – | 4,710 | – | 0.16% | – |
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% |