VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,056 | -3.0% | 3,601 | -0.4% | 0.02% | +5.6% |
| Q2 2023 | $383,550 | +4.9% | 3,616 | +4.4% | 0.02% | -5.3% |
| Q1 2023 | $365,558 | +7.2% | 3,465 | +10.0% | 0.02% | 0.0% |
| Q4 2022 | $340,862 | +19.2% | 3,150 | +4.5% | 0.02% | +11.8% |
| Q3 2022 | $286,000 | +40.2% | 3,015 | +50.0% | 0.02% | +41.7% |
| Q2 2022 | $204,000 | +4.6% | 2,010 | +15.9% | 0.01% | +20.0% |
| Q1 2022 | $195,000 | 0.0% | 1,735 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $195,000 | +10.2% | 1,735 | +1.5% | 0.01% | 0.0% |
| Q3 2021 | $177,000 | +2.9% | 1,710 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $172,000 | +4.2% | 1,637 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $165,000 | +371.4% | 1,637 | +325.2% | 0.01% | +350.0% |
| Q4 2020 | $35,000 | +12.9% | 385 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +11.1% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -25.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +63.6% | 385 | +57.1% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | +4.8% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | -48.8% | 245 | -51.0% | 0.00% | -50.0% |
| Q3 2017 | $41,000 | +5.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $39,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $39,000 | +2.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $36,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $36,000 | 0.0% | 500 | -2.9% | 0.00% | 0.0% |
| Q1 2016 | $36,000 | +9.1% | 515 | +3.0% | 0.00% | 0.0% |
| Q4 2015 | $33,000 | +6.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $31,000 | -8.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $34,000 | +3.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $33,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $33,000 | – | 500 | – | 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% |