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 | $600,703 | -0.7% | 5,814 | +1.9% | 0.12% | +6.0% |
| Q2 2023 | $605,236 | +0.5% | 5,706 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $601,983 | -11.3% | 5,706 | -9.0% | 0.12% | -12.3% |
| Q4 2022 | $678,368 | +14.0% | 6,269 | 0.0% | 0.14% | +16.9% |
| Q3 2022 | $595,000 | +199.0% | 6,269 | +219.8% | 0.12% | +202.6% |
| Q2 2022 | $199,000 | -41.1% | 1,960 | -34.9% | 0.04% | -31.6% |
| Q1 2022 | $338,000 | +0.3% | 3,012 | +0.2% | 0.06% | -5.0% |
| Q4 2021 | $337,000 | +7.0% | 3,007 | -1.4% | 0.06% | -1.6% |
| Q3 2021 | $315,000 | -1.3% | 3,051 | +0.2% | 0.06% | +3.4% |
| Q2 2021 | $319,000 | +3.9% | 3,046 | +0.4% | 0.06% | -3.3% |
| Q1 2021 | $307,000 | +7.3% | 3,035 | -3.0% | 0.06% | -3.2% |
| Q4 2020 | $286,000 | +24.9% | 3,129 | +10.8% | 0.06% | +12.5% |
| Q3 2020 | $229,000 | -13.9% | 2,824 | -7.7% | 0.06% | -32.5% |
| Q3 2018 | $266,000 | +3.1% | 3,060 | -1.4% | 0.08% | -3.5% |
| Q2 2018 | $258,000 | -10.1% | 3,105 | -10.9% | 0.09% | -13.1% |
| Q1 2018 | $287,000 | -79.1% | 3,485 | -78.3% | 0.10% | -80.3% |
| Q4 2017 | $1,372,000 | -19.6% | 16,026 | -23.9% | 0.50% | -32.3% |
| Q3 2017 | $1,707,000 | -27.6% | 21,059 | -30.2% | 0.74% | -29.1% |
| Q2 2017 | $2,357,000 | -22.7% | 30,162 | -23.2% | 1.04% | -23.4% |
| Q1 2017 | $3,049,000 | -8.4% | 39,268 | -10.6% | 1.36% | -16.2% |
| Q4 2016 | $3,328,000 | +0.1% | 43,917 | -4.7% | 1.63% | -2.8% |
| Q3 2016 | $3,326,000 | -0.5% | 46,105 | -1.4% | 1.68% | -4.1% |
| Q2 2016 | $3,342,000 | +0.8% | 46,763 | -2.6% | 1.75% | -6.0% |
| Q1 2016 | $3,315,000 | +3.9% | 48,012 | +0.4% | 1.86% | -1.2% |
| Q4 2015 | $3,192,000 | -31.0% | 47,827 | -35.2% | 1.88% | -32.2% |
| Q3 2015 | $4,627,000 | -3.2% | 73,854 | +4.0% | 2.77% | -2.5% |
| Q2 2015 | $4,780,000 | -1.3% | 71,008 | +0.1% | 2.84% | -0.7% |
| Q1 2015 | $4,844,000 | -2.1% | 70,925 | -1.4% | 2.86% | -10.8% |
| Q4 2014 | $4,947,000 | +8.0% | 71,952 | +4.3% | 3.21% | -18.4% |
| Q3 2014 | $4,581,000 | +2.9% | 68,979 | +2.8% | 3.93% | +2.2% |
| Q2 2014 | $4,450,000 | +5.9% | 67,099 | +0.8% | 3.85% | -14.0% |
| Q1 2014 | $4,203,000 | +2.0% | 66,595 | +0.7% | 4.48% | -21.8% |
| Q4 2013 | $4,122,000 | – | 66,142 | – | 5.73% | – |
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% |