VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,393,431 | +90246.9% | 32,844 | -7.2% | 0.55% | -8.6% |
| Q2 2023 | $3,756 | -2.3% | 35,410 | -2.8% | 0.60% | -8.0% |
| Q1 2023 | $3,845 | -2.2% | 36,445 | +0.3% | 0.65% | -8.8% |
| Q4 2022 | $3,930 | -99.9% | 36,318 | +3.9% | 0.72% | +10.1% |
| Q3 2022 | $3,317,000 | +1.8% | 34,963 | +9.2% | 0.65% | +5.7% |
| Q2 2022 | $3,257,000 | +101.4% | 32,027 | +122.3% | 0.62% | +139.7% |
| Q1 2022 | $1,617,000 | +4.7% | 14,406 | +4.5% | 0.26% | +14.7% |
| Q4 2021 | $1,545,000 | +27.8% | 13,781 | +17.8% | 0.22% | +18.5% |
| Q3 2021 | $1,209,000 | +9.4% | 11,701 | +11.0% | 0.19% | +8.6% |
| Q2 2021 | $1,105,000 | +8.5% | 10,543 | +4.7% | 0.17% | +1.8% |
| Q1 2021 | $1,018,000 | +0.5% | 10,074 | -9.0% | 0.17% | -5.0% |
| Q4 2020 | $1,013,000 | +8.6% | 11,072 | -3.9% | 0.18% | -3.7% |
| Q3 2020 | $933,000 | +2.5% | 11,525 | -0.2% | 0.19% | -7.0% |
| Q2 2020 | $910,000 | +10.4% | 11,545 | -0.9% | 0.20% | -9.5% |
| Q1 2020 | $824,000 | -26.8% | 11,645 | -3.1% | 0.22% | -7.1% |
| Q4 2019 | $1,126,000 | +4.9% | 12,018 | -0.6% | 0.24% | -3.2% |
| Q3 2019 | $1,073,000 | +1.6% | 12,090 | +0.0% | 0.25% | +1.2% |
| Q2 2019 | $1,056,000 | +4.7% | 12,088 | +2.6% | 0.24% | -0.8% |
| Q1 2019 | $1,009,000 | +9.9% | 11,776 | +0.0% | 0.25% | -4.3% |
| Q4 2018 | $918,000 | -11.6% | 11,774 | -1.2% | 0.26% | +5.3% |
| Q3 2018 | $1,038,000 | +2.7% | 11,919 | -2.1% | 0.24% | -5.1% |
| Q2 2018 | $1,011,000 | -2.1% | 12,169 | -2.8% | 0.26% | -3.0% |
| Q1 2018 | $1,033,000 | -3.7% | 12,521 | -0.1% | 0.26% | -2.6% |
| Q4 2017 | $1,073,000 | -11.8% | 12,536 | -16.4% | 0.27% | -16.3% |
| Q3 2017 | $1,216,000 | +3.2% | 15,004 | -0.5% | 0.32% | +2.2% |
| Q2 2017 | $1,178,000 | +2.0% | 15,077 | +1.4% | 0.32% | 0.0% |
| Q1 2017 | $1,155,000 | +2.0% | 14,870 | -0.5% | 0.32% | -4.2% |
| Q4 2016 | $1,132,000 | +4.1% | 14,943 | -0.8% | 0.33% | -0.9% |
| Q3 2016 | $1,087,000 | -1.5% | 15,066 | -2.5% | 0.34% | -0.3% |
| Q2 2016 | $1,104,000 | +2.8% | 15,449 | -0.7% | 0.34% | -1.5% |
| Q1 2016 | $1,074,000 | +3.5% | 15,557 | +0.0% | 0.34% | +3.6% |
| Q4 2015 | $1,038,000 | +4.7% | 15,555 | -1.7% | 0.33% | -2.9% |
| Q3 2015 | $991,000 | -10.0% | 15,820 | -3.2% | 0.34% | -5.8% |
| Q2 2015 | $1,101,000 | -3.5% | 16,350 | -2.1% | 0.36% | -3.7% |
| Q1 2015 | $1,141,000 | -0.6% | 16,700 | +0.0% | 0.37% | -1.1% |
| Q4 2014 | $1,148,000 | +4.5% | 16,699 | +0.9% | 0.38% | +1.9% |
| Q3 2014 | $1,099,000 | +7.1% | 16,547 | +6.9% | 0.37% | +8.8% |
| Q2 2014 | $1,026,000 | – | 15,474 | – | 0.34% | – |
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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% |
| 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% |