VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,621,000 | +1.1% | 2,270,831 | +3.8% | 0.06% | +4.9% |
| Q2 2023 | $232,139,000 | +2.3% | 2,188,548 | +1.7% | 0.06% | -4.7% |
| Q1 2023 | $227,026,000 | +2.6% | 2,151,911 | +5.2% | 0.06% | +1.6% |
| Q4 2022 | $221,367,000 | +24.7% | 2,045,706 | +9.3% | 0.06% | +12.5% |
| Q3 2022 | $177,541,000 | -2.5% | 1,871,217 | +4.5% | 0.06% | +3.7% |
| Q2 2022 | $182,157,000 | -27.9% | 1,791,132 | -20.5% | 0.05% | -14.3% |
| Q1 2022 | $252,758,000 | +8.7% | 2,251,748 | +8.6% | 0.06% | +18.9% |
| Q4 2021 | $232,462,000 | +12.2% | 2,073,522 | +3.4% | 0.05% | -3.6% |
| Q3 2021 | $207,164,000 | -7.1% | 2,004,488 | -5.8% | 0.06% | -6.8% |
| Q2 2021 | $223,037,000 | -1.7% | 2,128,825 | -5.1% | 0.06% | -10.6% |
| Q1 2021 | $226,866,000 | +8.5% | 2,244,209 | -1.8% | 0.07% | +8.2% |
| Q4 2020 | $209,185,000 | +297.4% | 2,285,932 | +251.5% | 0.06% | +221.1% |
| Q3 2020 | $52,638,000 | +6.7% | 650,402 | +3.8% | 0.02% | -5.0% |
| Q2 2020 | $49,355,000 | -8.8% | 626,498 | -18.1% | 0.02% | -23.1% |
| Q1 2020 | $54,129,000 | -31.0% | 765,074 | -8.6% | 0.03% | -7.1% |
| Q4 2019 | $78,436,000 | +11.2% | 837,027 | +5.3% | 0.03% | 0.0% |
| Q3 2019 | $70,519,000 | -20.9% | 794,745 | -22.2% | 0.03% | -22.2% |
| Q2 2019 | $89,206,000 | +12.3% | 1,020,899 | +10.1% | 0.04% | +5.9% |
| Q1 2019 | $79,423,000 | +6.3% | 927,183 | -3.2% | 0.03% | -5.6% |
| Q4 2018 | $74,730,000 | -4.9% | 958,214 | +6.2% | 0.04% | +9.1% |
| Q3 2018 | $78,578,000 | +3.9% | 902,270 | -0.9% | 0.03% | -2.9% |
| Q2 2018 | $75,624,000 | +17.5% | 910,573 | +16.8% | 0.03% | +17.2% |
| Q1 2018 | $64,336,000 | -7.2% | 779,931 | -3.7% | 0.03% | -3.3% |
| Q4 2017 | $69,357,000 | +16.9% | 809,973 | +10.6% | 0.03% | +3.4% |
| Q3 2017 | $59,355,000 | +18.9% | 732,145 | +14.6% | 0.03% | +11.5% |
| Q2 2017 | $49,929,000 | +12.3% | 638,811 | +11.6% | 0.03% | +8.3% |
| Q1 2017 | $44,463,000 | +24.9% | 572,610 | +21.9% | 0.02% | +26.3% |
| Q4 2016 | $35,600,000 | +28.6% | 469,833 | +22.5% | 0.02% | +18.8% |
| Q3 2016 | $27,673,000 | +17.9% | 383,608 | +16.8% | 0.02% | +14.3% |
| Q2 2016 | $23,470,000 | +6.4% | 328,434 | +2.8% | 0.01% | 0.0% |
| Q1 2016 | $22,059,000 | -2.5% | 319,527 | -5.7% | 0.01% | -6.7% |
| Q4 2015 | $22,622,000 | +51.5% | 338,907 | +42.2% | 0.02% | +36.4% |
| Q3 2015 | $14,928,000 | -31.0% | 238,271 | -25.9% | 0.01% | -26.7% |
| Q2 2015 | $21,637,000 | -65.9% | 321,395 | -65.5% | 0.02% | -65.9% |
| Q1 2015 | $63,538,000 | +10.6% | 930,276 | +11.3% | 0.04% | +18.9% |
| Q4 2014 | $57,447,000 | +16.1% | 835,601 | +12.2% | 0.04% | +8.8% |
| Q3 2014 | $49,469,000 | +475.8% | 744,892 | +475.0% | 0.03% | +466.7% |
| Q2 2014 | $8,591,000 | +19.0% | 129,541 | +13.3% | 0.01% | +20.0% |
| Q1 2014 | $7,217,000 | -56.5% | 114,343 | -57.1% | 0.01% | -58.3% |
| Q4 2013 | $16,608,000 | +30.8% | 266,518 | +20.7% | 0.01% | +20.0% |
| Q3 2013 | $12,699,000 | +6.3% | 220,899 | +4.2% | 0.01% | 0.0% |
| Q2 2013 | $11,947,000 | – | 211,950 | – | 0.01% | – |
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% |