VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $421,935 | -2.5% | 3,558 | -0.6% | 0.01% | -6.7% |
| Q1 2024 | $432,852 | +8.8% | 3,578 | +0.4% | 0.02% | 0.0% |
| Q4 2023 | $397,681 | +13.8% | 3,562 | +5.3% | 0.02% | +7.1% |
| Q3 2023 | $349,464 | -8.1% | 3,382 | -5.6% | 0.01% | 0.0% |
| Q2 2023 | $380,145 | +8.8% | 3,584 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $349,427 | +12.6% | 3,312 | +15.5% | 0.01% | +16.7% |
| Q4 2022 | $310,238 | +3.4% | 2,867 | -9.6% | 0.01% | -7.7% |
| Q3 2022 | $300,000 | -6.8% | 3,172 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $322,000 | -8.0% | 3,172 | +1.7% | 0.01% | +7.7% |
| Q1 2022 | $350,000 | +0.6% | 3,120 | +0.3% | 0.01% | +8.3% |
| Q4 2021 | $348,000 | +22.5% | 3,110 | +12.9% | 0.01% | +20.0% |
| Q3 2021 | $284,000 | -1.4% | 2,755 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $288,000 | +2.5% | 2,755 | -1.1% | 0.01% | -9.1% |
| Q1 2021 | $281,000 | +10.6% | 2,785 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $254,000 | +12.9% | 2,785 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $225,000 | +44.2% | 2,785 | +40.3% | 0.01% | +42.9% |
| Q2 2020 | $156,000 | +11.4% | 1,985 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $140,000 | -24.7% | 1,985 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $186,000 | -34.5% | 1,985 | -38.2% | 0.01% | -38.5% |
| Q3 2019 | $284,000 | -11.2% | 3,210 | -12.4% | 0.01% | -13.3% |
| Q2 2019 | $320,000 | +2.2% | 3,665 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $313,000 | +8.3% | 3,665 | -1.3% | 0.02% | -6.2% |
| Q4 2018 | $289,000 | -11.3% | 3,715 | -0.8% | 0.02% | +6.7% |
| Q3 2018 | $326,000 | +4.2% | 3,745 | -0.7% | 0.02% | 0.0% |
| Q2 2018 | $313,000 | -0.6% | 3,770 | -1.6% | 0.02% | 0.0% |
| Q1 2018 | $315,000 | +600.0% | 3,830 | -2.4% | 0.02% | +650.0% |
| Q4 2017 | $45,000 | -85.8% | 3,925 | 0.0% | 0.00% | -86.7% |
| Q3 2017 | $318,000 | +3.9% | 3,925 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $306,000 | +0.7% | 3,925 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $304,000 | -16.9% | 3,925 | -18.8% | 0.02% | -16.7% |
| Q4 2016 | $366,000 | +2.2% | 4,835 | -2.6% | 0.02% | -5.3% |
| Q3 2016 | $358,000 | +1.1% | 4,965 | +0.2% | 0.02% | -17.4% |
| Q2 2016 | $354,000 | +5.7% | 4,955 | +1.8% | 0.02% | +4.5% |
| Q1 2016 | $335,000 | +235.0% | 4,865 | +224.3% | 0.02% | +214.3% |
| Q4 2015 | $100,000 | +7.5% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $93,000 | -7.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $100,000 | -2.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $102,000 | -1.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $103,000 | – | 1,500 | – | 0.01% | – |
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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% |