VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,728,407 | -0.9% | 16,383 | +1.7% | 1.16% | -5.9% |
| Q4 2022 | $1,743,588 | +12.4% | 16,113 | -1.4% | 1.23% | +12.9% |
| Q3 2022 | $1,551,000 | -9.4% | 16,343 | -2.9% | 1.09% | -3.5% |
| Q2 2022 | $1,711,000 | -1.8% | 16,826 | +8.4% | 1.13% | +18.1% |
| Q1 2022 | $1,743,000 | +4.4% | 15,528 | +4.3% | 0.96% | +7.2% |
| Q4 2021 | $1,669,000 | +10.9% | 14,887 | +2.2% | 0.89% | +3.1% |
| Q3 2021 | $1,505,000 | +58.8% | 14,562 | +24.3% | 0.86% | +9.2% |
| Q3 2020 | $948,000 | +1.4% | 11,712 | -1.3% | 0.79% | -6.2% |
| Q2 2020 | $935,000 | +21.1% | 11,872 | +8.8% | 0.84% | -4.9% |
| Q1 2020 | $772,000 | +29.3% | 10,907 | +71.2% | 0.89% | +68.4% |
| Q4 2019 | $597,000 | +4.6% | 6,370 | -0.9% | 0.53% | -2.4% |
| Q3 2019 | $571,000 | +12.2% | 6,430 | +10.5% | 0.54% | +10.9% |
| Q2 2019 | $509,000 | +22.7% | 5,820 | +21.9% | 0.49% | +13.8% |
| Q2 2018 | $415,000 | +26.5% | 4,775 | +20.1% | 0.43% | -1.4% |
| Q1 2018 | $328,000 | – | 3,975 | – | 0.43% | – |
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% |