VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,814,463 | +5.5% | 52,087 | -2.3% | 0.14% | -5.8% |
| Q3 2023 | $5,509,202 | -3.5% | 53,322 | -0.9% | 0.15% | -3.8% |
| Q2 2023 | $5,706,841 | -1.6% | 53,803 | -2.2% | 0.16% | -6.4% |
| Q1 2023 | $5,801,386 | -41.4% | 54,989 | -39.9% | 0.17% | -53.5% |
| Q4 2022 | $9,904,711 | +293.7% | 91,532 | +269.9% | 0.37% | +250.5% |
| Q2 2022 | $2,516,000 | +51.2% | 24,744 | +66.9% | 0.10% | +78.0% |
| Q1 2022 | $1,664,000 | – | 14,822 | – | 0.06% | – |
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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% |
| Piedmont Capital Management, 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% |